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Technology Stocks : Intel Corporation (INTC)

INTC 37.89

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Nov 12 3:59 PM EST

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To: Wolff who wrote (96938)	1/20/2000 5:27:00 PM
From: Tenchusatsu	Read Replies (1) of 186894

Wolff, I still have to take issue with this point that you keep repeating: <Remember when Intel ignored the sub-1000 PC market instead of going after it.> And look how Intel TOOK BACK market share in the sub-$1000 PC segment. After a cacheless Celeron (intro April 1998) that the press derided as too slow, Intel introduces the current crop of 128K cache Celerons (August 1998) and proceeds to whip AMD's butt in the sub-$1000 space. I already pointed this out to you last week, but it seems you did not hear me the first time. Now you say that Transmeta is a danger because they're trying to discover a market that Intel deems too small. You compare that to Intel's initial miss of the sub-$1000 market, but if you're going to do that, take the comparison all the way. Should Transmeta discover a new and sizable (i.e. non-niche) market that desires low power over high performance, you can bet that Intel will mount a response to that. I personally think the market that Transmeta is pursuing will not be much more than a niche. But hey, it's your analogy, not mine. <What other Cursoe's has intel ignored?> You tell me. Tenchusatsu

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