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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST
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To: John Hull who wrote (115514)11/1/2000 12:26:52 PM
From: Andrew Shih  Read Replies (1) of 186894
 
John,

I think that the most likely scenario is that AMD becomes
a full-fledged number 2, instead of being an also-ran.

In the longer-term, I think that AMD will end up with
about 25-30% market share. I'm not saying that Intel is
going to be unseated by AMD. Just that AMD is a much
better investment at this point. AMD is growing faster
than Intel and has a much lower market valuation.

-Andrew
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