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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: Process Boy who wrote (89384)10/3/1999 10:57:00 PM
From: Dan3  Read Replies (2) of 186894
 
Re: Intel will compete in the high end.

PB,

Please note my post to Tenchusatsu, I agree that Intel will compete in the high end. AMD is not going to "knock out" Intel. But AMD stands a good chance of becoming a profitable enterprise near and medium term.

Long term, I hope the experience AMD is now gaining in volume copper fabrication will stand them in good stead as chips move to .13 - and I hope it doesn't come at too high a price in near term yields and delays.

In general, though, as a long shot long investment, AMD has been just thrilling over the past few months. They have moved the DDR 100/200MHZ point to point bus together with a radically new processor into the X86 market. There are now a number of motherboard manufacturers shipping product, a second chipset has been sampling for awhile and is nearing volume production, and problems and delays have been very few.

Considering the relatively limited financial and marketing muscle resources they had available, it's little short of a miracle. The news isn't that Intel will be competing for high end PC and X86 server sales, of course they will. The news is that AMD is making a respectable entry into that market.

Regards,

Dan
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