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Intel Corporation Message Board

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  • car90212 car90212 Dec 24, 1998 12:27 AM Flag

    Lower Celeron prices = weakness - NOT st

    this just released Business Week article (Dec 28
    issue) speaks for itself as it compares Intel's with
    AMD's outlook for 1999
    :

    http://businessweek.com/cgi-bin/covpackage?page=%2F1998%2F52%2Fb3610001.htm&fold
    er=covstory


    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"

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • But first tell us:

      1. Will AMD make a
      profit this year, or will it be a loser like the last
      many years?

      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
      shareholders.

      http://quote.yahoo.com/q?s=AMD&d=my

      Looks more like "AMD share price, they are a-wildly
      swinging,"
      by Jerry Sanders?

      pro_intel

      • 2 Replies to pro_intel
      • 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.
        Period.

        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.

      • Is it time to short Intel yet?

        Mike

    • 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.

      • 1 Reply to Alvi_Singer
      • Intel sets Sight on low-end market

        Intel
        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
        MHz.

        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
      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.

 
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