Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

-0.6%

Dec 24 12:59 PM EST

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To: fingolfen who wrote (172535)	1/20/2003 8:42:50 AM
From: Dan3	Read Replies (2) of 186894

Re: They're going to need to be to stay even remotely competitive. Intel will have nothing but big, hot, incompatible Itanium and obsolete 32-bit P4/banias processors for at least a year after AMD is offering a consistent, compatible, 64-bit platform for everything from notebooks to enterprise SMP servers. You might want to consider that Intel's "a little more of the same-old, same-old", strategy will probably not let them maintain $150 ASPs and 80%+ market share - and all that that implies. Intel dodged a bullet when AMD had 3 month delay in the Hammers' release - but another one is coming.

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