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

To: Tenchusatsu who wrote (95615)	1/11/2000 2:44:00 AM
From: Process Boy	Respond to of 186894

Ten - <I thought Tad was bullish on AMD partly because AMD will soon be entering the server market with Athlon proliferations. Wouldn't this imply that Tad understands something about the potential growth in servers?> Yes, he said this too, but he also anticipates that AMD's entry (when and if this is) will plummet Intel's ASP's, and reduce the value of the company in kind. I do not see the picture going forward as such. Also, I believe Intel will have and has a significant lead over AMD's forays into this area, and I'm certainly more impressed with Intel's server product map going forward over AMD's potential portfolio. PB