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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

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12:59 PM EST

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To: Joey Smith who wrote (112132)	10/2/2000 5:32:59 PM
From: Joe NYC	Read Replies (2) of 186894

Joey, AMD wont make any significant mkt. share gains unless they crack the business market. That's still a tough one to break, but when we get to the point that the businesses see 1.5 GHz chips in retail, and all they see is 866 MHz in the commercial offering from their vendors, they will start asking questions. From what i understand, there are at least 2 big barriers standing in AMD's way: 1). agressive Intel pricing I hope you are not serious. Intel would have to go to ASP of $100 to $150 for the pricing to be called aggressive. Do you know what it would mean? A loss of 25 to 50% of the revenue. You can be aggressive if you have a technology lead. When you are trailing, all you can hope for is for the other guy not to hit you hard. AMD will do what they must to sell all the CPUs they make. 2). Weak AMD infrastructure support That was the case until now, but in Q4, this will become a non-issue. It will become Itel's problem, as their flagship product will have weak infrastructure support. It will have Rambus albatross tied around its neck. Joe

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