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

To: Bill Jackson who wrote (167761)	7/9/2002 11:34:13 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Bill, <There are many more losses yet for Intel at AMD's hands.> Even if it takes a bankrupt AMD to sue Intel for "antitrust violations." You 'Droids never quit. Tenchusatsu

To: Bill Jackson who wrote (167761)	7/9/2002 11:54:35 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

There are many more losses yet for Intel at AMD's hands. Intel's boot will suffer many more beatings by the teeth of AMD...

To: Bill Jackson who wrote (167761)	7/9/2002 12:34:08 PM
From: fingolfen	Read Replies (2) \| Respond to of 186894

John, There are many more losses yet for Intel at AMD's hands. I'm sorry, this is a non sequetur... Intel is one of the few semiconductor companies that has managed to keep its head above water in the current economic downturn. Fact: Intel and AMD both enjoyed record revenue and stock price growth during the tail end of the Y2K / dot.com runup. Fact: When the bubble burst, Intel and AMD (and the rest of the tech industry) retreated from those highs. Fact: AMD retreated to its historic trading level (i.e. flat for the last 15 or so years). Fact: Intel, while losing 3-5 years of gains (just like the NASDAQ, just like the rest of the industry), still retained a reasonable market capitalization. Fact: Intel is profitable. Fact: AMD is not. Fact: Intel is regaining what market share it lost to AMD in accordance with the age-old cyclic pattern of AMD/Intel competition. Fact: If AMD's business strategy is to "hurt Intel at any cost", they aren't going to be in business much longer because that "cost" is going up and up and up. Fact: Any gains the K7 afforded to AMD have been completely lost and they need the K8 to simply survive... not to thrive. Fact: AMD's 0.13 micron bulk process is stillborn. Fact: Intel is the only semiconductor manufacturer with a healthy 0.13 micron process. Fact: AMD's SOI process isn't here yet, and represents a substantial challenge and risk for AMD. Given these facts, I am forced to dismiss your statement as wishful hyperbole.