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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: wanna_bmw who wrote (152138)	12/12/2001 7:11:34 AM
From: Dave	Respond to of 186894

Wanna, Using that logic, perhaps I should sell all my Intel and own AMD again... Hmmmm, nah, I think i'll stick with intel for this reason alone. If the price of AMD tanks, the BoD of AMD reprices the CEOs options. However, they do not "rebate" to myself my higher cost basis...

To: wanna_bmw who wrote (152138)	12/12/2001 9:17:35 AM
From: combjelly	Read Replies (1) \| Respond to of 186894

"I'm pretty sure they can do much better than that" I agree with that. I was just pointing out that even the worst case, 1 good die per wafer, Intel could more or less break even at worst. Anything above that would be essentially free money. That changes if server chips becomes more of a commodity market. Notice that I qualified my statement about AMD driving the cost of server chips down. I personally think they can, but there is a good chance they cannot. To ignore that possibility, or to discount it as not possible is blind. But you probably know that.