Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: Elmer who wrote (113453)	10/13/2000 3:23:03 PM
From: Joe NYC	Read Replies (2) of 186894

Elmer, The server chips are making Intel a lot of money, but the segment where Intel makes the most money (Piii / Xeon based servers) is going away within 6 to 9 months. It will be replaced with Foster and possibly Mustang. I don't know how much advantage Intel has with their Foster design vs. AMD's Mustang design, but it is a lot less than the current situation, where Intel has a monopoly. In the current race, Intel (running unopposed) won. The next race is about to get started. In this new race, Intel will have competition. As you know, Intel has a tendency to trip and fall on it's face when facing competition. Are you 100% sure that this will not happen this time? Joe

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