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Technology Stocks : Intel Corporation (INTC)
INTC 39.38+6.7%Jan 2 9:30 AM EST

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To: Dan3 who wrote (137244)6/12/2001 7:05:32 PM
From: Tony Viola  Read Replies (1) of 186894
 
Dan, If tualatin is very low power, it may be a very good chip for notebooks (and other uses), but the tualatin news so far hasn't been spectacular,

Looks pretty good to me for a supposedly old core design. Just what the doctor ordered for notebooks and small servers until P4 is ready for those. Actually, I'd bet Tualatin has a considerably longer life than a lot of "experts" think.

Intel capex is burning $7.5 Billion per year to hold 80% of the market while AMD is burning $0.6 Billion to increase market share to 25%.

You haven't yet seen what that $7.5B is going to bring. Is it time for the "we will bury you" line?

Tony
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