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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (85664)	7/14/1999 12:01:00 PM
From: cuemaster	Respond to of 186894

missed by 2 cts up 2 bucks go figure. has intc taken a consumer monopoly,had it turn towards a commodity model and return retaining its full power into a bigger more powerfull monopoly once again?

To: Tony Viola who wrote (85664)	7/14/1999 12:05:00 PM
From: Charles R	Respond to of 186894

Tony, <Otellini said 2000 for Willamette, no mention of 2001> The audio trails off when he says zero, zero, one - referring to 2001, I think. Looks like we heard it differently, may be some one else on the thread can weigh in. <Intel should also benefit from the fact that AMD's newest product, the high-performance Athlon chip, won't ship in significant volume until next year> AMD is expected to ship about 1Mu Athlons in Q4 - that is about 3% of the shipments for the quarter. So, the blurb that AMD won't ship in significant volume until next year is bit of old news. I don't think that any one aware of the capacity issues in the microprocessor business would consider AMD a serious threat to Intel until they get 180nm and Dresden going. The questions I have, assuming I heard Wilamette being 2000/2001 product right, are about Intel's execution on WIlamette and its impact. Chuck