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

To: Dan3 who wrote (159992)	2/24/2002 5:33:46 PM
From: Monica Detwiler	Read Replies (1) \| Respond to of 186894

Dan3 - You wrote Intel is presently valued at 50 times AMD in the market. Answer this question, Dan3 - how much is a company worth when they continue ot lose money, quarter after quarter and year after year? Do you think Enron is a good investment, Dan3? After all, Enron is now losing money - do they deserve a large valuation? Well, do they, Dan3? Monica

To: Dan3 who wrote (159992)	2/24/2002 5:37:06 PM
From: Monica Detwiler	Respond to of 186894

Dan3 - You posted But AMD has a great looking roadmap for the next few years Let me address this separately. AMD's roadmap is great looking for what reason? Because products on that Roadmap were scheduled to ship a year ago and still haven't shipped? Investors like to see results, Dan3, and all you can offer up is AMD roadmaps that have slipped, may slip further, and the products of which may not even live up to AMD - and your - expectations? AMD has a 64-bit performance compatible desktop processor sampling now (or very soon), a .13 process about to be released, an SOI process for the end of the year, and strong entries for the "corporate" lightweight notebook, SFF PC, workstation, and server markets for the first time ever. Well, Dan3, Intel has a 64 bit processor in production now, a new one already sampling (McKinley), a 0.13 mciron process that has been in production since June, 2001 (9 months ago), ultra Low power Tualatins in production for the ultralight weight notebook and server blade market segments. So just what is AMD's advantage here - since Intel has all those bases currently covered and AMD has only promises for future coverage? Ever heard of a bird in the hand Dan3? AMD - big hat, no cattle. Monica