Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.38

-1.3%

3:59 PM EST

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To: Stoctrash who wrote (139351)	7/17/2001 12:19:52 PM
From: fingolfen	Read Replies (2) of 186894

What was AMD's market share a year ago? 5% or less? and now it's 22%? To my knowledge, AMD has not dropped below 15-17% market share in recent history. They wouldn't have anywhere near 22% if they hadn't pulled a huge order into Q2 from Q3 (presumably at a huge discount) to make their numbers look better... If these numbers are close...me thinks mighty INTC is in for a world of hurt. Sure they can cook some good books and come up with some good stew now, but going forward I think they've gots issues. I love reading this tread and seeing how cocky and confident the INTC-Heads are, reminds me so much of the DELL thread a few years ago. If that's any indication selling every rally on this side of the fence is gunna look smart, IMO. Now that's a mature attitude. Do you have any fact-based scenarios to back that up??? Here's what I see going forward: Intel is moving to 0.13 micron 6-12 months ahead of AMD. AMD has already shrunk gate sizes to keep the K7 bin splits up to be competitive with the P4. AMD will need SOI to get significant speed increases on 0.13 micron, whereas Intel's superior transistor design does not. The P4's performance is scaling with a higher slope than the K7-core. The top bin split P4's (1.8GHz) are already starting to outstrip the top bin split K7-core chip (1.4GHz), and the superior headroom of the P4 is only going to make that worse starting in Q4 when it moves to 0.13 micron. Going forward, AMD has lost the so-called "speed crown" for the foreseeable future, and will lose any tenuous claim at a "performance crown" with the release of Northwood. They're already having trouble keeping up with top-bin Willamettes on many benchmarks...

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