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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: StockMan who wrote (27305)	12/30/1997 1:48:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 1574262

Stockboy, Think before you say I said something that I didn't say. "So think before you make asinine comments like Intel will not make money because of price cuts.. Shee..sh." Not only did you misrepresent what I said, you called it asinine. Where did I say Intel wouldn't make any money? Stockboy, you are long on technlogy and short on the perceptions of the market. How else do you explain Intels dud performance of late? Especially today...NASDAQ up 16 and Intel flat. Like I've said before, AMD will muddy the water for a while. Don't worry, Intel is ruthless, they will sacrifice profits to maintain market share if they have to. Next you know you'll be telling us that you bought Intel for a $1 like Paul Engel. How does that help the poor sucker that bought at 102?

To: StockMan who wrote (27305)	12/30/1997 6:34:00 PM
From: Profits	Read Replies (4) \| Respond to of 1574262

StockMoron, I have to agree that Intel is in no danger of losing money this quarter. They control the high-end of the market and will continue to reap huge profits from their monopolistic position at the high-end. However, Intel and their shareholders are used to an incredibly high profit margin. Any price drops from Intel will go straight to their bottom line. I don't know if you're aware of what is going on in the PC market, but the sub $1000 PC is here to stay. And the $2000 Pentium II machines are not selling too well. The K6 is well positioned to win in the sub $1000 market. With 80% marketshare, the majority of the pain from price drops will be felt by Intel. The days of $1.5B in profits are over and it will be painfully evident in their quarterly report and even more painfully evident in their stock price in Q198. An Intel stock price of $60 in Q198 is very realistic, and $50 is more likely by the end of 1998. Profits