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Technology Stocks : Intel Corporation (INTC)
INTC 37.83-4.2%3:59 PM EST

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To: David Young who wrote (130038)3/15/2001 1:32:09 PM
From: Paul Engel  Read Replies (1) of 186894
 
David - Re: "I would be interested in hearing anyones thoughts on INTC's current market share "

AMD already announced that CPU shipments for their Q1 2001 would DROP from 7 million to 6 or 6.5 million in the Q4 2000 quarter.

AMD has already admitted that their MOBILE PaloMeatHEad CPU will not be in computers for at least 3 or 4 month. Consider that a gift to Intel - as the notebook market is growing FASTER than the desktop market - and Intel will continue to OWN possibly 98% of that market !

Even with the poor market conditions, Intel should easily maintain their market share - and when the economy picks up, the will have a great opportunity to INCREASE their market share.

Paul
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