Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: chic_hearne who wrote (113217)	10/12/2000 1:12:09 AM
From: Paul Engel	Read Replies (1) of 186894

Chic - Re: "What's your take on the current processor market?" The only plausible explanation is that there is/was a slowdown in Europe for Commercial/Business PCs - and possibly in the US as well. Retail sales in Europe may be OK - and may also be OK in the US. This is the only scenario that I can think of that explains why Intel would see a "weakness" in Europe - and AMD wouldn't - simply because AMD does not have any significant Commercial/Business PCs - in Europe or in the US. Hence, AMD is doing fine and Intel has pockets of weakness. I'm surprised that none of the so called analysts have reached this - or any other - explanation for the apparent disparity between Intel and AMD. Paul

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