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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 3:59 PM EST
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To: fingolfen who wrote (127921)2/20/2001 4:16:06 PM
From: Road Walker  Read Replies (4) of 186894
 
Fin,

re: "A drop in retail sales will hurt both AMD and Intel, although percentage-wise, retail makes up a bigger part of AMD's pie."

It's not just retail sales, it's also IT budgets, which hurt Intel more than AMD. The areas that help Intel are servers and notebooks, which are still growing (I hope), and where Intel doesn't have a lot of competition.

This market sure could use some good news, and it looks like the only guy that could come up with that is Mr. Greenspan, and he's not due on stage until March 20th (?).

John
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