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

To: AK2004 who wrote (163217)	3/29/2002 8:39:42 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Albert, re: amd is fighting someone who is "slightly" larger in size Yes, that's a major problem, isn't it? So AMD will not be profitable because Intel is "larger", or because Intel is better? Does "larger" mean better in this business? re: they did but what do you think of intel's strategy that made US unprofitable? I would understand intel's actions if amd would be localized to US retail but it seems they were not. It wasn't Intel's actions, it was AMD's. AMD raised prices on their MHz scheme, the retailers wouldn't buy it. So (my best guess) Intel took over a lot of low margin business, hurting their overall domestic GM's. Remember Albert, Intel does business in, what, 150 countries? I would bet that Intel expenses a lot of things in the US, that may not be sold in the US. And in the end, who cares? Intel is a global company, with profits, AMD is a global company, with losses. That, as they say, is the bottom line. re: The rumors are is that Intel might go after US retail mobile market asps since it was a big revenue source for amd. Intel responds to the marketplace. Wouldn't you? You can think they are sinister if it makes you happy, but they are just normal business people. If you sold widgets (that cost you $4 to make) for $10, and somebody else started selling widgets to your customers for $7, what would you do, go out of the widget business? What the hell do you expect Intel to do, raise prices? re: Intel would make it work eventually but there are so many profitable segments to kill off yet...... And that seems to be the bottom line, for the AMD 'Droids, and Jerry's team. Target a category, sell at a loss, hurt Intel. From an investment perspective, what's the point? I can never figure out what it is anybody LIKES about AMD. John