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: Dale J. who wrote (65879)	10/6/1998 4:04:00 PM
From: Maxwell	Read Replies (3) \| Respond to of 186894

Dale J. << Intel has resources while AMD and NSM are accumulating losses.>> Then 1) Why not stop AMD last year while they could? 2) Why not make a chip that has a smaller die than their higher end chip? 3) Why switches to socket 370? 4) Why didn't release 3DNOW before AMD? 5) Why didn't release the 333MHz mobile before AMD? 6) Why released the buggy Xeon before it is fixed? 7) Why not release something faster than K7 before AMD debuts the K7? 8) Why allowed AMD to capture 47% of the retail market? All of these questions point led me to believe that "resources" were either mismanaged or miscalculated. Furthermore "resources" is not the critical criteria to determine success or failure. Maxwell

To: Dale J. who wrote (65879)	10/6/1998 5:58:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 186894

Intel has resources while AMD and NSM are accumulating losses. Dale, If you thought the 1997/1998 market was tough, you are going to be in for a big surprise. During the last few months both AMD and NSM have brought their fabs up to speed. They have numerous new products slated for release which will hit right into Intel's bottom line. K7, K6-3, MXi, and PCOAC are going to slash at Intel's margins and market share from the top to the bottom of their product line. And AMD is making money, besides ;^) Scumbria