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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

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To: Road Walker who wrote (136073)	5/25/2001 5:35:56 PM
From: Saturn V	Read Replies (2) of 186894

Ref < "This is an ideal situation for new startups or a new predator like Intel, which has been hardened and toughened by the the brutal and incessant competition of the chip and microprocessor business !" AMD? > AMD ? NO WAY ! AMD does not know how to handle technical uncertainty and the risk of new and unknown markets. It has never pioneered new markets ! It waits for a promising new market to develop and then tries to deliver a cheaper or a marginally better product . Intel pioneered the microprocessor and prevailed over the Motorola 6800 in the 70's; the Zilog 8000, the Motorola 68000 and the NSC 32000 in the 80's; and the countless RISC threats in the 90's. To propagate a new computer architecture requires huge investments in software and hardware infrastructure. AMD did nothing to establish new architectures and cleverly rode on Intel's coattails. The efforts in the new communication spaces will be comparable to the task in establishing new architectures. In the 70's and 80's most of AMD MOS products were klones of Intel designs. When it could not do that legally it had a disastrous spell, until it finally acquired the design expertise. Even the name Athlon 4 is trying to ride on Intel's coattails ! AMD forte is good execution in a well defined marketplace. Once the communication market is better defined AMD could again become a factor.

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