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

To: Scumbria who wrote (67772)11/3/1998 8:11:00 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Scumbria, re: "Unfortunately for Intel, their investors have much higher expectations than AMD investors. AMD can undersell Intel parts and keep their investors happy. The only way for Intel to compete with AMD pricing is if Intel is willing to accept a drop in margins, profits, and ultimately the stock price."

Whats your point? Are you saying that AMD investors are expectation challenged? They expect to lose money, or maybe break even? I don't get it, why are they buying/owning a stock where they don't expect much?

John



To: Scumbria who wrote (67772)11/4/1998 12:18:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Scumbria - Re: "AMD can undersell Intel parts and keep their investors happy. "

You say this now with AMD up to $22+.

When AMD was losing money hand over fist and their stock was at $12 - $15, I didn't hear any AMD sharehoders screaming with glee about how satisfied they were.

And all those AMD shareholders that bought in at $23+ to $48 aren't so pleased either - they have been under water for 18 months to 14 years.

Paul


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