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Technology Stocks : Intel Corporation (INTC)
INTC 43.54+0.1%10:21 AM EST
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To: tejek who wrote (125278)1/17/2001 11:34:42 PM
From: Paul Engel  Read Replies (1) of 186894
 
Tejek - Re: "when AMD became a true competitor this past year, Intel began to experience problems"

What problems ?

Selling CPUs at an average Gross Margin of 63% ?

Intel had TWO main problems this year - (1) in the first half, they couldn't expand capacity to meet demand. (2) In the second half, that demand dissipated faster than an AthWiper can discharge a battery.

AMD had its hands full stumbling over its own feet.

Paul
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