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Technology Stocks : Intel Corporation (INTC)

INTC 43.95

+3.4%

Jan 27 3:59 PM EST

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To: Elmer who wrote (167482)	7/6/2002 6:30:23 PM
From: wanna_bmw	Read Replies (1) of 186894

Elmer, Re: "The thing is they have no choice. Don't give samples and they have zero chance. Give samples and they has some chance, however small. They have to give samples and Intel gets the info. They might as well give samples to Intel... No way around it." I think Intel generally faces the same kinds of challenges. Give out samples of anything, and info is likely to leak to the competitor. Don't believe for a second that it can't happen. However, the one saving truth is that by the time a product gets to the stage where Intel or AMD can ship engineering samples to their customers, it's really too late to create anything that can counter as an intercept. At the most, getting leaked info at this point merely gives Intel or AMD a "heads up" on what they'll be facing 6-9 months down the road, and if they alter their roadmaps in a hurry, they might have something to counter in another couple years. I would assume that Intel and AMD have a good idea about the others' short term roadmaps, but how much good it does them is questionable. wbmw

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