Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

+1.5%

Dec 19 9:30 AM EST

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To: Joseph Pareti who wrote (118394)	11/19/2000 2:48:37 PM
From: Tony Viola	Read Replies (2) of 186894

Joe, >So AMD continues to have plenty of time >during which it will make lots of money >>with the desktop ? When it comes to processors, AMD is a one trick pony, and their trick, the desktop, is the slowest growing trick, by quite a lot. Both Compaq and Dell showed 40+ % YOY increase in X86 based servers last Q, and AMD gets none of that. Mobile growth is a little less than that, and Intel is getting the vast majority of that. You could also talk about Strongarm and Xscale, if you wanted to rub it in. I don't know if Wall Street is smart enough to figure all this out, but maybe it is the reason that AMD stock lags. Tony

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