Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

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To: Amy J who wrote (102629)	4/20/2000 12:43:00 AM
From: Gary Ng	of 186894

Amy, Re: I would venture a guess that he accidently was thinking/using revenue or profit growth, when he should have been using "unit growth" relative to "supply." I believe you are correct. If we look at AMD's number as well as Intel's CC, it is pretty clear that unit demand was strong but the sweet spot was at some lower price point than both company wanted. In AMD's case, their majority was still K6 and not Athlon. In Intel's case, they had an almost flat revenue growth but they still said demand > supply and also stated that they had not lost market share so the possibility of AMD eating into its territory can be discarded. Gary

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