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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: milo_morai who wrote (153034)	12/22/2001 4:56:09 PM
From: wanna_bmw	Read Replies (1) of 186894

Milo, LucasArts is a great design win for AMD. Doing a case study on the performance improvement that their workstations were able to achieve would certainly go a long way on paving to road towards acceptance. Let's see if AMD marketing picks up on this. But back to our original point, AMD has still practically disappeared from retail across the U.S., and just because they get a design win from Lucas Arts, that doesn't account for millions of CPUs. It doesn't even say how large of a percentage of workstations at Lucas Arts are AMD based. Maybe it's 10% for work on various scenes, while the rest of the computing power still relies on Intel? Typically, just because a company announces that they are using a product, it doesn't mean that they are using it exclusively. I still need a good reason to believe that AMD will be able to sell more than 8 million CPUs this quarter, with their volumes are shrinking in all the visible places. wbmw

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