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


To: Fred Fahmy who wrote (39949)11/11/1997 11:41:00 AM
From: greenspirit  Read Replies (2) | Respond to of 186894
 
Fred, so true, and I would take it a step further. Not only is the public understanding the complexity of semiconductors better, they are also becoming slowly immune from "The Media crying wolf". If a real bug is actually discovered it will have much less impact in the future, due to all these bogus bug claims.

This is not a bug, even the pundents acknowledge that you would not find this event unless you purposefully wanted to insert it. I would call it a shortened virus code, which does very little long term damage to your computer.

The real story for us investors is the roadmap Intel has layed out for the future. This was supposed to be the year Cyrix and AMD added money to their coffers to take on Intel in the next generation. They have to look back on this year as nearly a complete failure. How long do you suppose AMD can go on losing millions quarter after quarter?? And Cyrix-they had to throw in the towel and sellout!

AMD is in real trouble here. SI investors should be aware they may not be around 3 years from now. They need to CAN the management team at the top and find some quality talent and fast. Intel just keeps getting stronger, as it's competition (if you can call it that) keeps getting weaker. Crying wolf on a bogus chip is not going to save AMD. Getting their production and R&D act together might. If I was an AMD investor I would spend less time trying to push a bogus bug, and much more time asking some tough questions of AMD's leadership.

Michael



To: Fred Fahmy who wrote (39949)11/11/1997 3:25:00 PM
From: Paul Merriwether  Read Replies (1) | Respond to of 186894
 
<<re: F0 bug.
BTW, I guess to some this will be enough of a reason to ugprades to PII <GGGGG>
>>
I am an intel long but I am also a consumer. I am peeved by your
silly, self serving statements. You would like consumers to buy
new products from a company because the old products were defective?
I should buy another pinto because the old one blows up when rear ended?
I have better expectations from a company like intel. I feel that they
will take responsibility, will take appropriate action(if any is
required) and preserve their credibility. Even if it means a short term impact
on the numbers. This will be a good thing for the company in the
long term(and therefore good for the share price).
Having said all this, I feel that this F0 OF bug ain't a big deal(JMO).
Intel's current share price reflects the uncertainty in the global market.
and not this