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

To: Scumbria who wrote (65889)	10/6/1998 6:34:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 186894

Scumbria, Re: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. Isn't it self-defeating for AMD and NSM to cut into Intel's margins. After all, Intel has shown it can get very aggressive with price cuts. Which in become a disaster for NSM and AMD. Besides how come there is no set release date for the K7 and MXi? I think Intel will have no trouble competing with the K7 and MXi. Dale

To: Scumbria who wrote (65889)	10/7/1998 5:29:00 AM
From: Duker	Respond to of 186894

<<<And AMD is making money, besides ;^)>> I am neither long nor short INTC or AMD. Alot can and maybe should be made about AMD's quarter. I did not listen to the call and have not walked through a yet to be released and unaudited 10-Q. I, however, would urge people to ease up a bit on the "making money" comments (and I certainly am not singling out Scumbria...I have just spent the last 30 minutes reading the AMD thread!!!). In this type of business, $1mm (or $10mm, for that matter) in earnings is not necessarily "champagne-time." It is clearly correct in terms of direction, but from an economic standpoint, it can be a bit slippery. With $1mm in after tax earnings, $117mm in Depreciation and Amort., and $321mm in CapEx, it wouldn't seem to me that AMD generated any free-cash this quarter -- though they may in the future -- even assuming the WorkingCap. accounts were neutral. GAAP EPS is nice, but free cash sustains a business. I wish AMD and INTC the best of luck in creating the perfect box(i.e., high-performance at a reasonable price -- $2,200 is "reasonable," if it fast enough and reliable) for me to enjoy my Chrome. --Duker