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

To: Scumbria who wrote (74053)	2/19/1999 11:58:00 AM
From: NITT	Read Replies (1) \| Respond to of 186894

Scumbria, Intel would have made a lot more money last year if AMD had not recklessly sold products at a loss. Intel has increased capacity from Q4 to Q1 and can now service the low cost segment; and they did not have to give up any high end business to do this. By AMD's own admission, part of there problem has been failure to execute on their ramp, which gave Intel more time to react to AMDs attacks. The bottom line is AMD has historically been a company that shoots off its mouth and beats its chest, but fails to back it up. If you're on this thread for entertainment value, then I understand where your coming from, but if you are a serious investor, I suggest you keep your day job. Regards, Nitt PS: It appears that competition, even from AMD, brings out the best in Intel

To: Scumbria who wrote (74053)	2/19/1999 12:20:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Scumbria, >>>Intel's plan is to put AMD out of business, then jack prices back up. I think that is the furthest from the truth. Intel needs a few competitors they can point to and say, 'what do you mean we are a monopoly, look at them.' This for purposes of defense against the FTC. Next you'll say that big bad Intel made AMD lose money 1Q99 by predatory pricing. I call that just not keeping up on AMD's part (yield, speed bin percentages problems, all admitted by Sanders). WRT carrying Celeron at a loss, with PII, Xeon profits, I think that's BS. It will come out, IMO, that Celeron is profitable on its own. If AMD can't keep up with a company they just can't match in overall execution, then that's the way it is in a free enterprise place and that's just too bad. Tony