Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

+0.1%

3:59 PM EST

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To: wanna_bmw who wrote (154862)	1/11/2002 5:03:32 PM
From: TimF	Read Replies (2) of 186894

The low 20% figure that AMD had and has did not come from two fully ramped fabs. Still I understand why you are doubtful of AMD being able to get over 30% just from Dresden even when it is fully ramped at .13. If Intel did not also expand production and sales it should be possible, but assuming the CPU market recovers (something anyone holding either stock would want, I'd rather AMD get 27% of a growing profitable market then 32% of a stagnant or shrinking market in the middle of a price war) Intel will increase their sales as well, so while AMD could get over 30% of today's CPU market by the end of 2002 they might not have over 30% of the then current CPU market. Tim

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