Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jim McMannis who wrote (154368)	1/8/2002 7:48:22 PM
From: wanna_bmw	Respond to of 186894

Jim, Re: "1.Even if the .13u Athlon scales 30% AMD is still the MHz/PR loser. Sometimes I wonder if the Intelabees really understand this... 2.On top of that Intel owns the benchmarkers. 3.Intel can market. 4.Intel owns US retail. 5.AMD has Jerry "cash in" Sanders 6.Intel has DDR if they need it. 7.Intel can now ramp Northwood as it's on .13u. 8. Dell one of the few boxmakers that is gaining share is Intel only. 9. AMD can't get to .13u and Hammer is delayed a year. 10. AMD hasn't learned the simple lessons." That's a pretty good job of Devil's Advocate there. If I were to respond differently, I'd comment about AMD's potential strength in the mobile market, as well as their advantage in die size, which will help them to maximize their smaller fab capacity (with Austin being converted to flash). Then there is the potential recovery in the economy, which tends to help AMD as much as it helps Intel. The worst problem I see for AMD is their current price model, which will eventually be in jeopardy due to a stronger product line from Intel. I think that if they sacrificed a little market share to maintain pricing levels, and increased revenues for a quarter or two, at their current levels, they could be making a small fortune. On the other hand, my guess is that Jerry Sanders will take AMD's temporarily good quarter as an advantage to drive down prices overall. He'll still be aiming for 30% of the market, even if it's not sustainable. I'm not so sure how far Intel would be willing to respond, but my guess is that AMD will use whatever means necessary, including pricing like they did in the third quarter, in order to maintain their market share gains. If the market is large enough, and Intel is capacity constrained, they may just let AMD grow in market share, only to take it away when they can supply the demand. Otherwise, if demand lets up, Intel will fight for market share, and price AMD into oblivion. Then, it could end up getting ugly for both companies. I'm hoping for the economy to improve, and let both Intel and AMD prosper a little, but who knows what will happen. Anyway, that's Devil's Advocate for me. wbmw

To: Jim McMannis who wrote (154368)	1/8/2002 8:36:06 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Jim, No it's not bad. What's bad is all the nitpicking around here when everybody knows that Intel now has clear sailing for at least a year and AMD is in a world of hurt. Nitpicking? That's one type I didn't think we had here. We have chest thumpers, or cheerleaders (those would be your Intellabees) and naysayers, some of which would look up a dead horse's arse or into an Afghani cave to find something rotten to say about Intel. Nitpickers? Don't think so. So, I still wonder why you say AMD could go up further from here with an upgrade or two. Well, maybe, but for how long with all you say is wrong with them? Tony