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

To: Dave who wrote (160727)	2/28/2002 9:25:32 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

Dave re: Are investors "pricing" in 40% GMs for Company b or -40% GMs for company B? even if the target is 40% the volatility would reduce expectations. For ease some analysts simply subtract risk premium from expectations that is if they expect target to be 40% with risk premium of 20% then they would just report target as 20%. re: depreciation expense agreed but that is exactly the reason why amd is fighting for "minimum" market share. Plus remember that amd's virtual approach lowers amd expenses as they rely on 3rd parties. And yes that would make them more dependant on 3rd party suppliers when compared with intel re: however what if the answer is that yields are down? that could be true yet keep in mind that amd in transition to .13um. I am not an expert but I am sure that that would bring some disruption to production. Plus that move might increase the capacity. Also keep in mind that fab 25 will stop production of cpus which also does not sound like amd is capacity constrained. Last but, probably most important, I do not believe that amd is not aiming at much higher market share that they already have. I think Jerry said something about ultimate target of 30% while amd's share is 20%+, I think. Also keep in mind the word ultimate. re: Therefore, I do not "perceive" that I am using a "short" time frame. I am working with much simpler process here (interest rates) and I have problem with reliability of the process that is derived from daily rates for the last 200 years in US. re:I believe that Intel can "tap" the debt markets alot easier and at better terms than say an AMD. granted but that does not contradict what I said re: Well, AMD may not be "starving" for credit, but one comment, why did they float more debt than what was necessary? I do know if you followed amd that much but last year they recalled all long term bonds. They have a much better line of credit now re: however can I use this comment against you if you bring up that the Itanium was in development for years and was late? <gggggg> LOL, that was a good one :-)) re: I think AMD has had only one year where they made money. 2000 as well as 2001 in spite of end of year losses they also expect to continue to be in green with considerable earnings growth rate, for what it worth re: And, at 20% market share, AMD is loosing money true, but I am not sure if it is due to cpu or flash, either way you can hardly consider current environment to be normal re: Later on, AMD developed 3DNow. stand corrected re: However, Intel has a 2.2Ghz chip now. AMD is relying on that PR rating. However some of the number crunching applications recommend amd now over p4. Also frequency maybe somewhat misleading as to actual performance characteristics in totally different designs. Think of Itanium clock..... re: how about a Media GX type of processor? maybe that is the way amd would take with hammer, who knows. re: Lastly, most of the "talent" from Nexgen is long gone. I would not write off amd's current design group yet. People do move around and I would expect that 5-10 years from now most of the current designers would probably be gone too re: AMD was able to re-float their debt. Problem solved. sarcasm appreciated however it is somewhat inappropriate, amd got far less debt now... Regards -Albert