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Technology Stocks : Intel Corporation (INTC)
INTC 36.66+1.3%Dec 29 3:59 PM EST

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To: milo_morai who wrote (155218)1/13/2002 6:38:38 PM
From: wanna_bmw  Read Replies (1) of 186894
 
Milo, Re: "Just wait till AMD really gets rolling. They are making good inroads now and will continue to gain share."

Their gains will be very slow unless they can partner up with a big MNC OEM. Just one would help enormously, and I'm sure AMD is hammering (no pun intended) hard on Compaq. However, Compaq seems to be very successful by dealing exclusively with Intel (in the server space). Therefore, even though AMD has some great products, being restricted to whitebox manufacturers will continue to limit any market share gains in the future. I also have a feeling that the next round of server products from Intel are going to be a lot stronger than their current lines, which ought to help re-establish many of their OEM partnerships. We'll have to see how solid of a product Hammer can be in this space, since there is still very limited platform support for Athlon MP.

wbmw
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