Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

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To: Road Walker who wrote (127917)	2/20/2001 3:55:49 PM
From: fingolfen	Read Replies (1) of 186894

Depends on how sensible the companies are Agreed... an economic downturn is not the time to try to go for the throat of your competitor... no matter what the relative size of the players is... A drop in retail sales will hurt both AMD and Intel, although percentage-wise, retail makes up a bigger part of AMD's pie. I think it will be very interesting to see the quarterly reports for both companies... Intel's Q4 guidance was fairly vague with the -15% +/- lots of points because of uncertainly in the economy. AMD's Q4 guidance was far more optimistic... They expect to sell between 6 and 6.5 MU in Q1 2001... they were also projecting "no better than flat" quarter to quarter growth. Looks like its going to be a tough year all around for the tech stocks... of course, with the collapse of the dot com's, this really shouldn't come as a major surprise to anyone...

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