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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

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To: Road Walker who wrote (148126)	11/14/2001 3:14:00 PM
From: Paul Engel	Read Replies (1) of 186894

John - I stopped into Fry's Electronics last evening - the BIG Computer/Electronics SUper Store - here in Silicon Valley. What I observed was similar to what I posted several weeks ago - Desktop PCs with AMD's AthWiper eXPloder were COMPLETELY NON-EXISTENT - Not a single one ! Desktop PCs with AMD's Plain old AthWiper were nearly COMPLETELY NON-EXISTENT - there was the one old HP 1.3 GHz AthWiper that has been there for a while. Every other PC was Intel based - ranging from 800 MHz Celerons to 1.1 and 1.2 GHz Celerons and 1.5 to 2.0 GHz Pentium 4s - with the exception of a 1 GHz Pentium /// from Sony. Both Sony and HP had 2.0 GHz Pentium 4's on display - for sale. Compaq, HP, Sony and eMachines were the main PCs for sale and, as noted, these were essentially 99.5% Intel. In the area of laptops, 3 laptops had 900 MHz DooWrongs and two had 1 Ghz AthWIpers. The remaining 24 all had Intel CPUs - some Celerons - mostly Pentium ///s. So, AMD had a 5/29 = 17% presence in Mobiles - significantly BELOW Mad Man Sanders' goal of 50 % It is still early in the Christmas shopping season, but at this point, AMD seems to be visited by the GRINCH ! Note - in the component section, where individual processors are sold, I observed the AMD-supplied 5 page memo attempting to explain to VERY TECHNICAL PEOPLE - what the hell QuantiSpeed means !! Paul

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