Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: Dan3 who wrote (160625)	2/28/2002 8:59:08 AM
From: Charles Gryba	Read Replies (1) of 186894

Dan, you make things sound too rosy. First, OEMs don't like to jump ship every quarter. If Intel is enticing them with some cool Banias chips for '03 what makes you think that they'll build and validate and sell A4 1400+ platforms for 2 quarters and then switch build and validate Banias platforms. I think the name of the game is consistency. Whoever can stay on top of the performance curve for > 3 quarters in a row will have majoe OEM design wins. Anything shorter than that and the OEMs will stick with what they have. C

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