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Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%Nov 11 3:59 PM EST

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To: Wolff who wrote (95895)1/13/2000 1:26:00 PM
From: Amy J  Read Replies (1) of 186894
 
Wolff,

It appears your bark is a bit stronger than your facts.

RE: "monogomus Gateway is not fooling around."

In the past, GW has experienced a divorce with AMD. By the way, GW has two partners now.

RE: "The scraps left by Intel will bring about a strong competitor, you now see now"

In higher margin markets, there's more of a threat of this happening.

RE: "AMD grew strong on the sub-1000 class PCs with the K6 series."

This thesis is not accurate since it involves: a) a low-margin market, to which b) AMD lost quite quickly, when c) Intel decided to go after this market.

RE: "Back to the failed Merced"

I can see you may not have been reading up on the publicly available material.

RE: "The only reason why the Merced will be released is to save face."

I can see you may not have read up on the Server market.

RE: "the borrowed newer technology"

I can see you appear to be unfamiliar with Merced.

RE: "the edge has been taken off Processor speed and given to the Video Card."

In certain markets, yes, but not in totality. The statement appears to lack a complete understanding of the total business picture.

RE: "The last question I have, is how much will Windows 2000 be a hog and slower than Windows98"

Win2000 is not a consumer release. Win2000 follows the naming convention of the consumer release, however, this does not make it a consumer release. Your question does not equate because these are: different markets, different users. i.e. this is comparing apples and oranges.

Regards,
Amy J
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