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: Mary Cluney who wrote (69202)	11/29/1998 8:42:00 PM
From: lkj	Read Replies (3) \| Respond to of 186894

Hi Mary, Thank you very much. I get your points and I agree with you for the most part. I am not so much concerned of AMD beating Intel as concerned of AMD eroding Intel's profit margin. Looking back in the last year or two, Intel's earning growth has slowed, and AMD's K6 contribute to a lot of it. Earlier this year, Intel reshulffled its business model and focused on both the server market and the consumer market. This was a great move, and that's why earning is growing again. AMD's market share in the sub-$1000 market is close to that of Intel. Looking at K7, I just wonder if it will do the same in the high end market. I don't think that comparing K7 to ISDN or JAVA is appropiate. ISDN is more costly than POTS, and JAVA is a lot slower than native code. K7 will probably be priced less than comparable processor from Intel, and on paper, K7 does look pretty competitive in performance. Thank you for sharing your points with me. Though you have not erase my worries over K7, you have reaffirmed my believe that Intel is a much better company than AMD, and that INTC is definitely good for long term. I am planning to stick with my INTC a little bit longer. INTC should be fine for right now, because the earning for this quarter is going to support it at this price level. Mean while, I will be closely watching AMD's progress with K7. If AMD plans to continue its money loosing strategy with K7, INTC may have a tough time in the second half of 1999. Regards, Khan Liu

To: Mary Cluney who wrote (69202)	11/30/1998 6:07:00 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

>for AMD to take on Intel with >only a good design on >paper is like (an old american saying): >trying to close the barn door after >the horses have already been stolen. not even good on paper techstocks.com

To: Mary Cluney who wrote (69202)	11/30/1998 5:29:00 PM
From: nihil	Read Replies (1) \| Respond to of 186894

RE: AMD's balance sheet Far be it from me to comment directly on AMD's balance sheet, but it is worth noting that Merrill-Lynch recommends against buying AMD's 6% convertible because "of the bond's overvaluation." No serious bond-buyer would take advice from a stock tout, and Moody's rates it at B3 ("low grade"(junk)) and S&P at CCC+ ("poor" (junk)). Please remember that AMD actually paid cash for these ratings. How do you feel about a tout who recommends purchase of a stock when it cannot recommend purchase of the junk bond? Different strokes for different folks.