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To: mikegi
The semiconductor business is actually aging, uninventive and indeed decrepit. The underlying invention that constitutes the entire industry is the integrated circuit.

Well, the automobile business is based on a far older invention, the internal combustion engine. Nothing much has changed in that field since about, what, 1910? I suppose GM, Ford and Toyota better worry about going out of business, too. Oh, wait, by this guy's reasoning, they should have worried about that around 1950 or so.

Intel forecast margins of 60%. 60% margins with a dominant market position! And that's not good enough for the Street. Gag me.

8 posted on 07/15/2004 9:40:43 AM PDT by KellyAdmirer
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To: KellyAdmirer
The semiconductor business is actually aging, uninventive and indeed decrepit. The underlying invention that constitutes the entire industry is the integrated circuit.

Nope - AMD's AMD64 bit processor is giving Intel such a hotfoot that Intel has tied (unsuccessfully) to clone it and call it the IAMD64.

Intel Itanium is a coffee cup warmer and little else, AMD64 desktops are literally flying off the shelves of the computer stores for the bank for the buck, AMD has hit 58% of desktop computer sales for 01/04 quarter for the first time. Intel is doing their usual strong-arming to manufacturers esp to laptop makers, and of course Dell is the un-official outlet for Intel dumb & crippeled Celeron processor.

I'm constantly amazed how people can be fooled into buying a Celeron which is like buying a 4 cylinder car but with 2 cylinders disabled by intent.

yeah, AMD rules and IS the real innovator here.

9 posted on 07/15/2004 10:17:16 AM PDT by prophetic
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