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

To: John F. Dowd who wrote (92639)	11/16/1999 9:52:00 PM
From: f.simons	Read Replies (2) \| Respond to of 186894

>>f.simons: There is a small opportunity for Athlon but their ability to take advantage of it beyond their present market share and break even is highly suspect especially when they say they are going to "break even". That is they can't do it on price as their historic yields will not allow for any great leap in production to allow them to reduce street prices.<< I agree with all this. BUT, if computer companies, like say Dell, who have never used AMD processors or have used them as a secondary source, are forced to use them as a primary source to satisfy their high-end customers for the next few months, doesn't that open the door for AMD to develop markets they have been shut off from previously? And once these once-closed have been opened then . . .?? I am just having a little more trouble completely blowing this scenario off.