Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dan3 who wrote (121933)	12/10/2000 5:40:47 PM
From: Tony Viola	Read Replies (2) of 186894

Dan, are you OK? I see the probable outcome as AMD moving into some of Intel's markets, Intel moving into all of SUN's markets, and SUN with nowhere to go. AMD has a good opportunity for growth, Intel has a fair opportunity for growth, and SUN has nowhere to go. I agree although Intel will fight tooth and nail with AMD for every piece of ground and design win. No server losses wrt the big 4 until 2002, if then. It will be interesting to watch this play out with Sun. I saw IBM go down from undisputed gorilla in computers to just a player. Sun next? I think so. Tony

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next