Intel Corporation (INTC) Message Board

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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: wanna_bmw who wrote (164943)	5/6/2002 12:38:39 PM
From: fingolfen	of 186894

John, amazing that Intel has the technology to really pull ahead, but it looks like they are still limited by market demand. I'm hoping the market gets better in the second half, but I'm only seeing weak signs of a recovery at this point. There are some positive signs out there (trends reversing, etc.) and a lot of anecdotal stuff, but the Tech sector isn't going to be the first to recover. The Tech sector led the downward spiral this time, so I don't expect it to lead out. If the turnaround has started, Tech probably won't begin to recover until Q4. As to Intel's execution... it's been excellent. Intel is now, what, 800MHz ahead of AMD in raw frequency? No "branding scheme" at this point can hide AMD's inability to keep up with the K7 core...

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