Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.31

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2:54 PM EST

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To: Joe NYC who wrote (169881)	8/23/2002 3:02:11 PM
From: Elmer	Read Replies (2) of 186894

As far as potential for this "B" revision, I don't know how much room there is for future tweaking, but it would have been more satisfactory to me as an AMD shareholder if AMD was where they are now let's say 3 months ago. AMD isn't where they were 3 months ago, they're deeper in a hole. They are losing more money than they were 3 months ago. They have less market share than they had 3 months ago, lower ASPs than 3 months ago and they are further behind Intel in the performance race than they were 3 months ago. They are also at a point of desperation which forces them to do a press release about samples a week before Intel, flanked by every significant systems vendor on the planet, will introduce new, faster, volume production silicon. EP

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