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Technology Stocks : Intel Corporation (INTC)

INTC 35.77

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3:24 PM EST

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To: Scumbria who wrote (67761)	11/3/1998 6:12:00 PM
From: nihil	Read Replies (1) of 186894

RE: AMD executed flawlessly Yes, and has done very well in the low end of the market. Not the retail end as a whole, but certainly the <$1000 segment. The speed limitations and lag in entering server and workstation market continues to make AMD popular with hobbyists, but not with serious businesses. Emphasis on low-priced options is an admission of defeat. AMD is currently trapped in the low margin end of the market and because it has not even tried to position itself as a top product and knocked that chip off Intel's shoulder, few business or IT people are able to take it seriously. We have yet to see whether K7 will be a serious competitor and available in time with Intel simultaneous new releases. I'll believe it when I see shipments. Oh, AMD must not be supply or fab constrained if it can spend time on this stuff: semibiznews.com

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