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


To: Jim McMannis who wrote (155293)1/14/2002 12:36:38 AM
From: Dan3  Read Replies (3) | Respond to of 186894
 
Re: That article is 6 months old. give it a rest.

He can't.

It's over, over, over, for Intel, and all because of AMD.

Not that Intel won't keep selling lots of CPUs, but they will never again sell $25 parts for an ASP of $200.

Because of the competition from AMD, they now have to sell $125 parts for $130.

The minute they stop pouring just about every dime they can scratch together into keeping 6 of their FABs competitive with AMD's one FAB, they start losing market share.

Their problem is that they're trying to maintain production of 3 times as many CPUs as AMD ships, and their parts are almost twice as big, so it takes them 6 FABs to keep up with AMD's one.

What Intel wants to do is to go back to the days when there wasn't any competition, and they could sell cheap-to-FAB parts made with old, already paid for equipment. Instead, Intel has to junk $10 million dollar machines and replace them with new ones every 18 months - and while they're doing that, they can't make any money.

Intel can hang on to their business, but as soon as they try to take any money out of it, AMD starts gaining share again.

Is it any wonder that Paul gets hysterical every time AMD is mentioned?



To: Jim McMannis who wrote (155293)1/14/2002 2:05:47 AM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Re: "That article is 6 months old. give it a rest."

Hey, asshole - sTeViE brought up an Intel problem that is 18 months old - and I didn't see your sniveling sorry ass telling him to give it a rest.

You're just a hypocritical PATHETIC AMDroid scumbag.



To: Jim McMannis who wrote (155293)1/14/2002 2:48:27 AM
From: Tenchusatsu  Read Replies (2) | Respond to of 186894
 
Jim, <That article is 6 months old. give it a rest.>

You missed the joke.

Ah well, this thread has really been in the dumps for the past few days. All this shouting over Northwood vs. Athlon XP is really getting out of hand.

All I can say is this: In 2002, life will get tougher for AMD. I'm sure you'll agree, but the shouting will go on.

Tenchusatsu