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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 3:59 PM EST

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To: Tenchusatsu who wrote (117441)	11/13/2000 2:18:41 AM
From: SisterMaryElephant	Read Replies (1) of 186894

Tenchusatsu, <it seems like AMD really is a one-trick pony when it comes to the x86 market> Good observation. The AMDroids need to come to grip with the fact that AMD has yet to lead in more than one CPU market segment simultaneously. The original K6 was impressive only until the Celeron came along. The K6-2 made some headway into the laptop space, only to lose out to Coppermines and SpeedStep. Finally the K7 has taken over the desktop segment. How long before the P4 and PIII derivatives regain that segment? To be fair, however, one thing that AMD has accomplished to their credit is that they have moved up the CPU food chain and are getting higher ASP's, which translates into higher earnings and stock price. And, BTW, when we are talking market segments above, we are talking the retail/consumer space, which is no more than 20% of the total. Really puts things in perspective, IMHO. Regards. SK

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