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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST

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To: NITT who wrote (167372)7/3/2002 12:44:32 PM
From: Jim McMannis  Read Replies (2) of 186894
 
RE:"If the market turns up near term, Intel wins big because they have the products and capacity in place. They will be able to manage ASP by managing the mix of products they make available to the customers... box makers will choose to take a few more faster CPUs if Intel says that's what's available... and no AMD to threaten with!!!"

Sure, Intel is the better bet right now...but...
"If" and when?
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