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: gnuman who wrote (65473)	9/26/1998 10:01:00 AM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

Gene, <To me the key is still Xeon.> Well....that's what I have been saying for more than a year....the future is at the high end and until Merced is released that means Xeon and Xeon follow-ons. Up until now, this market has been largely untapped by Intel. Wintel servers continue to gain market share at the expense of Unix and I see no evidence that this is slowing. Indeed, I see additional opportunities for Intel CPU's such as displacing mid range applications (e.g. AS/400's) and even mainframe applications when Merced arrives. You continue to assert that Intel's business is transforming into a commodity business. I continue to believe that Intel's focus/shift to high end computing is a shift away from the commodity end (although they will continue to get more than their fair share of this segment) towards the high end which is much more proprietary and profitable. Re: AMD pricing I disagree with the notion that AMD can continue to rack up huge losses indefinitely to gain market share. Bills have to be paid and their credit rating continues to decline. I know, I know, the BIG turn around is just around the corner.....like it has been for the last several quarters <ggg>. I honestly believe that even if AMD posts big losses in the next 4 quarters many supporters/believers will still be saying wait until "next" quarter. Re: AMD volume increases There is no guarantee whatsoever that even if AMD can increase production volumes to the levels you are assuming that this will translate into sales volumes. <BTW, I think the 90 Million PC number is low for 1999.> A rare point of agreement <gg>. FF