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

To: kapkan4u who wrote (169239)	8/10/2002 9:00:37 PM
From: L. Adam Latham	Respond to of 186894

Kap: I agree somewhat with your statements that a bankrupt AMD could be bad for Intel. I believe, and others have posted similar thoughts, that a weakened AMD is the best scenario for Intel - talented engineers, sales folks, and executives may leave, borrowing costs for AMD would increase as their credit rating decreases, etc. Adam

To: kapkan4u who wrote (169239)	8/10/2002 11:54:27 PM
From: burn2learn	Read Replies (1) \| Respond to of 186894

I agree with you. My thoughts are that Intel's future is linked to the Asian foundry's and the learning curve for process tech. A really weak AMD will only increase the speed to market of the first competitive chip fabbed in Asia....then it's a new game. I don't like the industry weakness. One company ok, but an entire industry looking to foundries will only shorten the timeline to game over. I've discussed this with many and the typical response is that money is required by companies to succeed in this quest and INTC's model will help. I see the gov backing of Asian companies and wonder..... INTC I think is waiting to produce chips oversea's in ASIAN markets until approved by Congress for defense reasons. In the meantime foundries are accelerating their advance due to semi weakness driving customer partnerships.

To: kapkan4u who wrote (169239)	8/12/2002 8:17:48 AM
From: Road Walker	Respond to of 186894

Kap, re: Whenever I point at Intel's problems I am always told that AMD is doing even worse. Just a fact, Jack. re: Second, Intel can't solve overcapacity and PC commoditization problems by killing AMD But an extra $30/$40/$50 on each microprocessor, going to the bottom line, would certainly ease the pain. re: If AMD declares bankruptcy then they will come out as a fabless design house with all the IP intact and no debt and fab costs -- a very menacing scenario for Intel. Even worse, someone with very deep pockets from China or Taiwan would acquire AMD's IP and MPU design teams. The creditors that succeeded the shareholders as owners of AMD would most likely discontinue the failed business plan of competing with Intel. Take a look at the trends Kap. Sun using Intel, Apple making noises as if they might use Intel, Intel slowly, steadily climbing the food chain in servers. Intel flooding the low end, where AMD tries to eek out a few pennies of profit, with cheap Celerons. John