Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.85

+1.6%

3:59 PM EST

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To: Dan3 who wrote (119125)	11/24/2000 3:35:14 PM
From: f.simons	Read Replies (1) of 186894

How about, AMD's current mass production CPU outperforms Intel's not-widely-available-for-6-to-9-months future CPU on 90+% of all X86 applications? Problem is, nobody cares except for the people on these threads who have really convinced themselves that "speed sells." I don't think it gets much better than that. How about having the 1.2 Athy move the stock price up? Would that be better? Why didn't it happen? Because no one cares! Meanwhile Intel can only pray that AMD's SMP and mobile versions don't start shipping - Intel is defensless against them. Intel's lead in these areas is overwhelming, both in marketing and in technology. Any small advantage that AMD may or may not have in the Athlon/P4 arena pales in comparison. Do you expect Intel to sit on its hands during whatever period of time AMD needs? Frank

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