Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Dan3 who wrote (123753)	12/28/2000 4:22:17 PM
From: Mary Cluney	Read Replies (1) of 186894

Dan,<<<Intel is going into 2001 with a second front just opened in the processor war. At the same time AMD now has lower motherboard costs and a major new stepping of its processor. Dresden is ramping up and who knows, someday AMD might just ship SMP and/or mobile Athlons>>> I don't think you get it. The war is not really between Intel and AMD. What is best for AMD as well as for Intel is that Wall Street has a good understanding of the microprocessor and semiconductor industry. I don't understand what Wall Street means by technology if they are not refering to semiconductors and microprocessors. Do you? Mary

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