Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 45.07

-17.0%

Jan 23 9:30 AM EST

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To: Dan3 who wrote (135516)	5/19/2001 2:26:17 PM
From: dale_laroy	Read Replies (1) of 186894

>PS - If the IBM/AMD .13 / copper / SOI process were to pan out as hoped, AMD could dominate the mobile and SHV server markets 18 months from now.< AMD probably will dominate the mobile market segment 18 months from now, at least with regards to number of units shipped. But servers will probably be another story entirely. Not sure what SHV means, so maybe you will be right depending on the meaning. Thoroughbred should get AMD into the thin server market, and Barton could enable AMD to dominate in this market. But Sledgehammer will be needed to properly address the 4-8 processor server market, and Sledgehammer won't become a major market force until well into H1 2003.

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