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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

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3:59 PM EST

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To: Scumbria who wrote (101370)	3/23/2000 3:53:00 PM
From: Tony Viola	Read Replies (1) of 186894

Scumbria, re Dresden, AMD is still a very small company compared with Intel and Dresden is unproven. Examples of strong market leaders with strong peer competition I would consider: EMC vs. IBM and Compaq in storage Microsoft vs. the Unix/Linux crowd Cisco vs. Nortel and Lucent 1. Dresden has made nothing yet. Will they ramp from zero to tens of millions of chips overnight? No way. They'll have problems coming up like anything else new. Is it copper that is the big "Intel killer" this year? Yesterday, LSI announced 0.15 or 0.13 in Aluminum because they think copper still is no big deal. 2. No matter how many chips Dresden makes, the overwhelming majority of customers still prefer Intel. 3. In the server area, AMD has no complete SMP strategy. No, I don't consider AMD a strong competitor. Better than a year ago, but not at a peer level with Intel. Tony

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