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this just released Business Week article (Dec 28
issue) speaks for itself as it compares Intel's with
AMD's outlook for 1999
It picks AMD as one of 8 stock for growth in the
tech sector for 1999.
Charts are for the past. The
past is not the future.
To say it with Bob Dylan :
The times they are a-changin"
But first tell us:
1. Will AMD make a
profit this year, or will it be a loser like the last
2. What will AMD do now that Intel
will price Celeron at or below AMD's best? Notice how
this announcement dropped AMD by nearly 4% today,
while INTC went up wildly!
3. Will AMD give away
it's chips for FREE to gain more market share? Might
as well, they lose money every chip they sell.
4. Will AMD share price follow it's 14 year pattern
of being completely unpredictable? Just look at what
it has been doing to punish it's
Looks more like "AMD share price, they are a-wildly
by Jerry Sanders?
the whole truth and nothing but the truth
What is going to happen to your earnings if you take a
chip that you were able to sell for $ 300 a piece (
Pentium II) and market it as the "new" CeleronA and sell
it for under $ 100.
And were talking the IDENTIAL
chip here !! Wake up !! It doen't take a brain surgeon
to figure this one out.
And on top of that
INTC to cut prices even more to protect you decreasing
market share ! It's a nightmare in the making.
AMD , on the other side has caught up and is about to
surpass INTC in respect to chip technology. They are no
longer chasing Intels tail. They are right up there.
Also, what is changing is the PC market itself : the
top of the line machines (450 MHZ) are no longer the
top sellers they used to be. It's all now in the sub
$ 1,000 machines up to 350 MHZ.
PC buyers have
figured out that don't really need a 450 under normal
circumstances, they do not benefit from the extra performance
and are not willing to pay for it.
AMD on the
other side will make a profit in 99, not only because
they are taking away market share for INTC but also
because , for the first time ever they have the same or
better performance as Intel.
AMD has surpised
investors in 3Q98 with positive earnings. On Jan 12 they
will announce 4Q98 ; analyst estimates are 15 cts/sh ,
I think it's going to be more than twice that. All
taken away from INTC's earnings. We shall see.
The news of AMD's superior chip performance and
speed just came out along with the Business Week
article, ecpect a pull back of INTC this week.AMD has
lagged and is a sure bet now to make up this distance.
That's a fast 13%, this is a no brainer.
Intel sets Sight on low-end market
Corp. is trying to recapture lost market share at low
end of the desktop PC market, sources in Taipei,
Taiwan, told the IDG News service, by accelerating
release dates of its Celeron processors. By mid-1999 the
chips could speed to 433 MHz from today's 333
Intel early next month will debut the first Celeron
chip in a new 370-pin socket packaging at speeds as
high as 366 MHz, with a 400 MHz version to follow by
March and a 433 MHz iteration scheduled for
introduction late in the second quarter, said sources at
Taiwan chip and motherboard makers. An Intel spokeswomen
confirmed such chips would ship next year but wouldn't
confirm the schedule.
The news of AMD's superior chip
and speed just came out
along with the Business
ecpect a pull back of INTC this
week.AMD has lagged and is a sure bet
now to make up
this distance. That's
a fast 13%, this is a no