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Technology Stocks : Intel Corporation (INTC)
INTC 48.72+3.0%3:59 PM EST

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To: Dan3 who wrote (121933)12/11/2000 11:10:06 AM
From: Joseph Pareti  Read Replies (1) of 186894
 
Dan: Intel and AMD fight it out for the hardware market
Joe: Intel and AMD fight it out for the hardware desktop market

Dan: the probable outcome is AMD moving into some of Intel's markets

Joe: the probable outcome is AMD will go nowhere in the lucrative server and notebook market, and they will remain confined to the desktop market.

Dan: AMD has a good opportunity for growth, Intel has a fair opportunity for growth, and SUN has nowhere to go.

Joe: SUN are challenged in the low end and will have to rely more and more on their high-end, thus making more difficult to support a vertical industry model.

INTC has excellent opportunity to grow as p4 ramps, ia-64, pda's, low power notebooks will more than offset the declining desktop market.

AMD relies on the desktop market and flash and has seen the best of its growth (in Y2000)
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