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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (67467)	1/9/2002 3:28:44 PM
From: Win Smith	Respond to of 275872

Intel make any money on the Itanic, T? You're supposed to know something about that one, aren't you? Sort of hard when you sell 500 after giving away 50k of them, but given the unassailable brilliance of Intel, as attested to by the local employee run FUD operation, there must be a way.

To: Tenchusatsu who wrote (67467)	1/9/2002 4:33:36 PM
From: Ali Chen	Read Replies (2) \| Respond to of 275872

"If you hadn't noticed, Intel made lots of money in 2001" Incidentally, people (who know how to balance their books) noticed that total Intel assets have dropped by $4,782M during last 4 quarters, intel.com (diffrence between F57 cell and B57)... I know that $5B can qualify as "lots of money", but I am certain you got the direction of those money wrong ;-) Maybe it is enough baloney about Intel making money? - Ali

To: Tenchusatsu who wrote (67467)	1/9/2002 5:02:09 PM
From: heatsinker2	Read Replies (1) \| Respond to of 275872

Tench- I said "The most efficient way to make lots of money is to operate with no competitors, or weak competitors.". You replied with "If you hadn't noticed, Intel made lots of money in 2001 while AMD made none, just like the previous years (with the notable exception of 2000)." I don't see the logical connection between your comment and what I said. Do you disagree with what I said? I think almost everyone agrees that you can make a lot of money when there are no competitors. It's pretty reasonable that Intel wants to weaken AMD so that they can return to historical profit margins. FWIW, Intel did not make lots of money in 2001 relative to the past when they had only weak competitors. The 2001 per share earnings will be $.48 according to Yahoo, which is quite a drop from the $1.70 that Intel earned in 2000. This can be blamed on the ill-advised price war started by Intel, which was a total failure. You work for Intel, don't you?