Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 39.50

-3.1%

Dec 11 3:59 PM EST

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To: NITT who wrote (142828)	9/5/2001 6:59:53 PM
From: AK2004	Read Replies (2) of 186894

NITT re: Regarding economics, if Intel disappeared tomorrow, AMD would not be able to satisfy even 30% of WW unit demand even with the current slow down. The reality is that, as long as Intel is alive and investing it appears that a premium is available to Intel whether Jerry likes it or not. would you care to elaborate on the issue? Intel is driving sector into conditions of gross overproduction / overcapacity. Does that sound reasonable to you? Most current estimates states that amd is still gaining unit market share. So intel was hurting investors of both companies for 2 quarters and failed to produce the desired effect. Amd's position is strong and getting stronger. re: I think economics will be on Intel's side with 80%+ of WW units are you talking about 2 years ago or two years from now? Since when intel is shipping 55 Million processors this quarter? Could it be that I am not aware of it because intel secretly sold 25 million itaniums this quarter? Regards -Albert

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