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

To: Paul Engel who wrote (88034)	9/9/1999 1:15:00 PM
From: Randy Ellingson	Read Replies (2) \| Respond to of 186894

AMD's Athlon is their first good design. Hmmm, in that case maybe AMD has been somewhat effective in their marketing since I thought that their consumer-level chips have spec'ed ahead of those of Intel's for more than a year now. I didn't realize that one has to distinguish between "generations" rather than simply look at contemporary products. You make it sound like it a New Law If Nature that ALL OF A SUDDEN ALL of AMD's CPUs are better than ALL of Intel's. I didn't intend to; I didn't realize it was "all of a sudden" that AMD had demonstrated "higher computing efficiency" per clock cycle. How severely naive you are. Thanks for not resorting to caps ;-). By the way - Intel's 6'th generation Coppermine - when introduced in about 1 1/2 months - may equal or exceed AMD's 7'th generation x86 CPU - which should cause you to think a little more about AMD's one trick pony. I own INTC (and not AMD) for obvious reasons. Randy

To: Paul Engel who wrote (88034)	9/9/1999 7:42:00 PM
From: Jules B. Garfunkel	Read Replies (4) \| Respond to of 186894

Paul, Tony and All Techies, About two years ago, on this thread and the INTC thread, we discussed the shortsightedness of the Intel analysts. At the time these analysts predicted pricing and margin pressures on Intel?s low end PCs. The predictions were so negative that one might have thought at the time that Intel would not recover for many years to come, if ever. But as I recall, there were many posts here, including my own, which opined that the proliferation of PCs would create strong demand for Intel?s higher priced Xeon and Merced Servers. The argument was that these Servers would be needed to support all those new lower priced PCs. Well it took the analysts two years to recognize it, but I believe it is this phenomenon that has been driving up Intel?s share price. Now however, the analysts are catching up to us and something new will be needed if we are to go much beyond 100 in the near term. That something, I believe, is the Intel Network support Chips. I don?t believe that the analysts know how to size this potential market, and I am one of them. Therefore, could you please put into layman?s terms what you believe the potential is for this new market? Could you also please tell us how IBM?s future entry into this market might stack up against Intel?s entry. Thanks and Best regards, Jules