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Technology Stocks : Intel Corporation (INTC)

INTC 39.96

-1.5%

10:28 AM EST

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To: Tony Viola who wrote (109690)	9/11/2000 7:37:10 PM
From: andreas_wonisch	Read Replies (1) of 186894

Tony, Re: "Getting completely behind Intel on the Celeron product and the Pentium III, rather than AMD, seems to have paid off big-time for Compaq." Maybe I don't understand this correctly (English is my second language) but this statements looks like he is thinking Compaq orders Celerons and P3s from Intel instead of AMD. If he really does think so, he doesn't have any clue. If he doesn't, he still doesn't have any clue because Compaq is currently selling more AMD systems than ever. They are already selling 1.1 GHz Thunderbirds (down to 800 MHz) and Duron systems are expected for the holiday season. Just look at Compaqs online order page: athome.compaq.com There are five different product lines available, two are AMD only, two are Intel only, one is mixed AMD and Intel. Intel systems go up to 1.0 GHz, AMD up to 1.1 GHz. Looks like a 50:50 distribution for me. Andreas

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