SI
SI
discoversearch

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: SteveC who wrote (84665)7/11/2002 5:30:36 PM
From: kapkan4uRead Replies (4) | Respond to of 275872
 
Intel has an interesting problem. Dell is taking share from the rest of OEMs and as the result Dell is annihilating margins for the rest of the PC industry. By taking share Dell is trashing Intel's margins the worst due to heavy discounts they get on CPUs.

quote.bloomberg.com



To: SteveC who wrote (84665)7/11/2002 6:53:19 PM
From: bacchus_iiRead Replies (1) | Respond to of 275872
 
RE:"but there is only one reason why any(rational) person buys stock in a particular company: to make money."

If AMD go bankrupt, INTC share double and Fidelity make a lot more.

Keeping AMD's share low make it more difficult to raise cash if needed. It also require higher engineer cost if option are unattractive.

Many others advantages that INTC had when the enjoyed rising share price...

Gottfried


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News