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: Paul Engel who wrote (35646)	8/8/1998 12:52:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 1575887

Paul, <..that should send a message to you as to what MOST investors think of AMD and Intel.> Yes, most investors think this way, but we all know that MOST of them are doomed to lose - this is the name of the game. You seem to get it eventually that Intel is loosing money at a horrendous rate although they found a way to hide this in books. Feel comfortable with that, if you wish. During the last whole year or more, Intel's earnings (even convulsively fudged) were flat. With low-profit Celery replacing the higher-margin P-II in the marketplace, with other part of PC market eaten by AMD and Cyrix, do you think the future earnings will be, up or down? Good guess, not up at most! However, you still need to compensate exempt staff with stock options, so the cash account will continue to drain at the same rate, $3B per quarter. See the picture? Are you familiar with an avalanche effect in public opinion (and corresponding stock price)? I am afraid your woodworking skills will not provide your family for living. See you soon at a highway intersection...