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: Road Walker who wrote (171648)	10/16/2002 11:22:29 AM
From: kapkan4u	Read Replies (1) \| Respond to of 186894

<But you didn't answer my question, when do you predict AMD will have an operating profit?> They would have to spin off FASL and probably even sell Dresden. I figure by Q3, 2003 or never. Kap

To: Road Walker who wrote (171648)	10/17/2002 7:14:26 PM
From: Amy J	Read Replies (3) \| Respond to of 186894

Hi John and Thread, So Intel pushes another competitor off the ring, and the analysts reward this with gloom and doom. Long-term investing is obviously only 3 months long. Motorola spun off their division this week. That leaves mainly AMD & Via. My prediction is AMD puts their s/c division on the block after doing the obvious. Intel's real remaining threat appears to be Via and another one in the comm biz. Is Via a public company? What's their cash-on hand. They don't bleed cash like AMD does. I missed a good chance yesterday to pick up some INTC in my 401k at work. Regards, Amy J