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

To: niceguy767 who wrote (74547)	3/14/2002 9:24:33 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

NG, Re: <Does anyone really believe that p4 can evolve to compete with Hammmer?> There is no way Hammer will ever compete with P4. And while you're at it, spell P4 right. You've got to use a capitol P. The Stroke from Heaven and Wanda

To: niceguy767 who wrote (74547)	3/14/2002 9:25:44 PM
From: AK2004	Read Replies (3) \| Respond to of 275872

NG hate to sound overly pessimistic about intel but if barrett would not get his act together we might see another enron here. Intel burns cash at incredible rate to conduct price war against virtually one fab soon - fab 30. They brought in (2B + depreciation) in cash and spent 7.5B in capex. I would guess that with stock option that would be net cash reduction ~ 5B. And as PE like to say 'and that is with "B"'. Add eso and few other things and intel maybe considering issuing bonds to cover red. that sounds scary Regards -Albert