Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yousef who wrote (77002)	4/12/2002 11:19:52 AM
From: Elmer	Respond to of 275872

Does this mean you are "predicting" a "profit" for the current quarter ??!! <ggg> Jerry promised us a profit in Q2 and Jerry never lies. With high volumes of .13u ThoroughlyDeads shipping it should be easy. So you can take that to the bank, so to speak... EP

To: Yousef who wrote (77002)	4/12/2002 8:36:40 PM
From: niceguy767	Respond to of 275872

Yousef: INTC margins have declined from 64% to 48% over the last 2 years...That's downright Ap(athy)etic!!! and that's only with meaningful Athy competition in desktops... INTC's mobile margins are about to take a monster hit now that Athy is mobile competitive...Wonder if INTC can stay at 48% margins... And if Hammer takes it to INTC server margins, INTC might have trouble staying above 40%...Oh, oh!!! INTC margins and prospective margins appear to have nowhere to go but down...Meanwhile AMD has all kinds of marketshare growth potential and margin upside if AMD can successfully penetrate the mobile and server spaces... All that's in the INTC future...right now INTC has to eat a goodly portion of that $5 billion in goodwill!!! Can't wait to see the veiled accounting on the INTC goodwill in the upcoming week!!! hehehe Just ain't no gold at the ends of those rainbows Yousef...hehehe!!!