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

To: Monica Detwiler who wrote (157498)	1/31/2002 10:54:27 PM
From: combjelly	Read Replies (1) \| Respond to of 186894

"How much did AMD's profits grow in 2001 vs. 2000 ?" How much did Intel's? In dollars, how much did each company's profits decline?

To: Monica Detwiler who wrote (157498)	1/31/2002 10:59:51 PM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: How much did AMD's profits grow in 2001 vs. 2000 ? I posted in response to a question about CPU sales - and AMD's were up. Intel is basically a one trick pony - CPUs and some supporting parts for them. Nothing else much matters for Intel. AMD is a two trick pony. In a moderately tough year for CPUs, AMD's CPU business did very well. But AMD is more diversified than Intel and its other significant business, flash, was in a sector that had an absolutely horrible year last year. Since AMD is more than just a CPU company, when the flash industry got very bad last year, it hurt AMD. AMD went from having 17% of Intel's revenue to 18%, but 1/3 of AMD's business used to be in the flash sector, while for Intel it was about 1/8 of their business. The CPU business wasn't that bad last year, partly because AMD had a product transition that limited production, and Intel's die was too big for them to make as many of them as they wanted to - the parts shortage kept prices up even though demand was depressed - but if a substantial part of your business was flash, you were hurt. For this coming year, production should be well up from both companies, which could push CPU prices as low this year as flash prices were pushed last year. Then we'll see how well Intel and AMD do when both flash and CPU markets are down.