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Technology Stocks : Intel Corporation (INTC)
INTC 36.91-1.1%Dec 31 3:59 PM EST
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To: Mary Cluney who wrote (140923)8/6/2001 11:27:06 AM
From: AK2004  Read Replies (2) of 186894
 
Mary
re: The general perception is that Intel is feeling the pressure from AMD competition. Fundamentally, I don't think so. Intel has never been in a stronger position vis a vis competition with AMD. There is a lag between Wall Street perceptions and what is actually happening.

LB would disagree with you
Message 16173796
"Over the past two years AMD has increased its market share against Intel from 13% to 21%. Meanwhile AMD ASPs are still in the $70s while Intel has seen ASPs drop from $206 to $164."
Regards
-Albert
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