Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.34

-2.6%

Dec 8 3:59 PM EST

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To: Tony Viola who wrote (161352)	3/7/2002 12:11:56 PM
From: wanna_bmw	Read Replies (1) of 186894

Tony, Re: "Just one analyst's opinion about Sun that sounded a lot like what we've been saying here." It sure does. Intel is doing very well competing against Sun, and taking a piece of the pie with each passing day. I only hope they realize that the real threat is in commodity processors being driven by AMD into all market segments, aiming to lower ASPs and margins. Intel really has to concentrate on delivering a number of competitive solutions, integrating technology from their other research groups. Intel is a big entity, and they have the power to deliver the best solution, if managed correctly, and if the business groups work together. I think that will become much more important in the coming years. wbmw

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