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Technology Stocks : Intel Corporation (INTC)

INTC 35.96

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2:04 PM EST

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To: Hightechhooper who wrote (120205)	12/1/2000 11:02:21 PM
From: Paul Engel	Read Replies (5) of 186894

Hightechhooper - Re: "IDC says U.S. notebook sales offset desktop decline" This has tremendous significance for Intel. Intel's Pentium III and Celeron completely dominate the notebook PC market in the commercial sector - with only a few scraggly AMD Kmart-62's as competition. In the Business notebook segment, Intel's market share must be close to 97% (my estimate). With ASPs for these mobile CPUs significantly HIGHER than their corresponding desktop "cousins", Intel's revenue may be augmented from these sales even as retail desktop PCs/CPUs sales drop. The fact that Intel's design teams used Low Power Dissipation as a major design goal has helped them DOMINATE this segment - especially in light of AMD's speed-at-any-cost-power-be-damned AthWiper design. Paul

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