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Technology Stocks : Intel Corporation (INTC)

INTC 43.48

+8.6%

Dec 2 3:59 PM EST

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To: Tony Viola who wrote (109693)	9/11/2000 8:20:25 PM
From: andreas_wonisch	Read Replies (2) of 186894

Tony, Re: I guess the articles about Intel gaining market share must be true. Yes, I believe that, too (without any major OEMs selling Durons and K6-2s phasing out this isn't very surprising). But stating that Compaq isn't selling any AMD systems any more when 50% of their retail systems are from AMD is IMO a little bit far fetched. Probably they are selling more Intel systems because (as stated above) K6-2 are phased out and low budget systems (--> Celerons) are usually the best selling systems but that doesn't mean AMD is losing Compaq. Now, their "new" notebook section is 6/7 ths Intel. This is IMO also not surprising. AMD can only deliver notebook CPUs up to 550 MHz (K6-2+). And that's exactly the system Compaq is selling right now in the business line. Things will get interesting again when mobile Athlons/Durons are coming in late Q4. Andreas

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