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Technology Stocks : Intel Corporation (INTC)

INTC 48.26

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3:59 PM EST

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To: Dave who wrote (149239)	11/23/2001 2:09:07 PM
From: greg s	Read Replies (1) of 186894

Dave, Good post! re: While everyone talks about "upgradablity", few users truly "upgrade" their computers. Instead of "upgrading" users go out and purchase a new computer And, I may add, this new computer usually comes loaded with the newest, fully optimized software for the platform. Your point was well taken. Intel has proven over and over again that they can drive innovation in the market. The reason AMD fans have trouble understanding this is they believe in the AMD "follower" strategy. They have never seen AMD drive a MAJOR sea change in the market such as IA-64. It's either that or they refuse to see the obvious. Of course, it is inevitable that Intel stops dropping bread crumbs for AMD to follow. This started years ago and will be a done deal when IA-64 hits it's stride. In the meantime, AMD fans focus on benchmarks of current platforms, etc., not seeing the daisy cutter dropping from the sky. greg

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