Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: Dan3 who wrote (134737)	5/11/2001 10:17:34 PM
From: THE WATSONYOUTH	Read Replies (1) of 186894

The easy days for Intel end next week - that 80% profit drop you saw last quarter was before Intel was facing any competition in the mobile or SMP markets. Last quarter will be remembered as the good old days for Intel. How much of the mobile business do you think AMD could take by year end? I'd guess that with VERY aggressive pricing (still raising AMD's ASPs) they could get 50% of the retail laptop business and 10% of the corporate laptop business. That would be perhaps a 5% increase in total market share while cutting the heart out of Intel's most profitable area. Potentially devastating for Intel. Intel investors better hope that the AMD laptop solutions are not as good as Sanders would lead one to believe. THE WATSONYOUTH

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