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

To: Mike Wong who wrote (69208)11/30/1998 3:18:00 AM
From: Scumbria  Respond to of 186894
 
Mike,

1. It's a heck of a lot easier to build last year's chip to compete with Intel low end than to compete at the leading edge of technology.

I seem to have forgotten. Was Intel selling 400 Mhz chips last year?

2. AMD is unprofitable, and will continue to be unprofitable.

ADV MICRO DEVICE ( AMD )
Last Quarter (Sep 98) 0.01
Surprise 99%
Consensus Estimates
This Quarter (Dec 98) 0.12
Next Year 0.89
quote.yahoo.com

Your concern for Intel is unjustified.

What me worry?
AEN



To: Mike Wong who wrote (69208)12/1/1998 3:00:00 AM
From: lkj  Read Replies (1) | Respond to of 186894
 
Hi Mike,

Thank you for your response. I agree with you that AMD is unprofitable. And AMD's unprofitable mentality is what's scaring me. They don't mind loosing, all they want to do is to some how make it tough on Intel. It almost seems that Jerry Sanders has some thing personal against Intel.

As for my worries over K7, it has been eased by Saturn V's analysis.

Khan


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