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

To: gnuman who wrote (65520)	9/27/1998 1:13:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Gene - Re: " Considering the hundred's of extremely negative and derogatory posts you've made concerning AMD, what right do you have to attack someone with a contrarion view of Intel's business environment? " I have the same right as you. You keep making financial forecasts for Intel that a proven wrong almost immediately. You keep trumping the sub $1000 PC as a Nirvana for AMD and Hell-hole for Intel yet Intel keeps racking up BILLIONS of DOLLARS in PROFITS and AMD LOSES HUNDREDS OF MILLIONS OF DOLLARS PER QUARTER. That is proof that AMD does not have their manufacturing in order. It is also proof that Intel manages their business - despite extreme global problems - a helluva lot better than you give them credit for. The sub $1000 PC has sucked up the attention of AMD and sunken them financially. You refuse to acknowledge how adeptly Intel has managed to avoid the huge losses AMD has attained yet managed to improve their competitive position via their product development and segmentation strategy. In effect, you buy into the "AMD IS So f*cking wonderful" and Intel is in Shell Shock - and all the facts are in direct contradiction to this. AMD is losing money and Intel CONTINUES to make money. AMD announced their Sharptooth (with L2 cache) over a year ago and hasn't delivered it - yet Intel has designed, built, shipped and sold hundreds of thousands of Mendocino Celerons with L2 cache. Does this paint a picture of a fast, nimble efficient AMD and a slow, paralyzed Intel ? No Way ! Gene - any company can BORROW MONEY and sell products BELOW COSTS and gain market share. Youread the same articles I do about how great AMD is in taking market share - but less than 1 in 20 ever bothers to mention that AMD is losing money faster than Clinton loses credibility. Go stand on a street corner and sell $100 dollar bills for $90. You are going to have a fantastic market share - until you run absolutely out of money. Paul