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Technology Stocks : Intel Corporation (INTC)
INTC 40.51-7.4%3:59 PM EST

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To: Road Walker who wrote (161526)3/8/2002 8:09:24 AM
From: Joe NYC  Read Replies (1) of 186894
 
John,

Good points about about why OEMs don't want their machine to be tested for performance.

I disagree about the second part.

As far as retail business (US) AMD lost most of it before QuantiSpeed was introduced. Intel has ability to apply pressure to achieve certain goals (US market share), but it is like a in a balloon, the air (AMD processors) flow elsewhere. The only thing that would let Intel apply pressure everywhere at the same time is if Intel opens a performance gap on AMD.

Joe
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