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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: Scumbria who wrote (129828)	3/12/2001 1:16:10 PM
From: Bob Kim	Read Replies (1) of 186894

How about those IBM dual-Athlon machines? Following Osha's logic from last week's WSJ, this news should be a negative for AMD. "Analyst Joe Osha at Merrill Lynch & Co. said AMD is a more attractive investment than Intel this year because AMD is focused on the consumer and low-end markets, which are doing well, especially in Asia. And AMD's failure to make inroads into the more lucrative server markets and U.S. corporate PCs is actually helping it now that demand in those markets is falling off."

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