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

To: Scumbria who wrote (101370)	3/23/2000 11:23:00 AM
From: Burt Masnick	Read Replies (2) \| Respond to of 186894

Scumbria, Re:"How do you spell Dresden?" R-E-A-L L-A-T-E I recall one AMDroid who continually posted last year the earthshaking news, "June is coming!". Since you are that poster, you should be familiar with lateness. Burt

To: Scumbria who wrote (101370)	3/23/2000 12:38:00 PM
From: d[-_-]b	Read Replies (1) \| Respond to of 186894

Scumbria, re: Intel has very little competition How do you spell Dresden? Fighting Intel FABS with AMD Foils? You're as good as Clinton, the redefinition of Dresden, a non-production FAB, as competition. That's funny.

To: Scumbria who wrote (101370)	3/23/2000 1:23:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

SCUMbria - Re: "Intel has very little competition...How do you spell Dresden?' W-I-L-L-A-M-E-T-T-E Paul

To: Scumbria who wrote (101370)	3/23/2000 3:53:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Scumbria, re Dresden, AMD is still a very small company compared with Intel and Dresden is unproven. Examples of strong market leaders with strong peer competition I would consider: EMC vs. IBM and Compaq in storage Microsoft vs. the Unix/Linux crowd Cisco vs. Nortel and Lucent 1. Dresden has made nothing yet. Will they ramp from zero to tens of millions of chips overnight? No way. They'll have problems coming up like anything else new. Is it copper that is the big "Intel killer" this year? Yesterday, LSI announced 0.15 or 0.13 in Aluminum because they think copper still is no big deal. 2. No matter how many chips Dresden makes, the overwhelming majority of customers still prefer Intel. 3. In the server area, AMD has no complete SMP strategy. No, I don't consider AMD a strong competitor. Better than a year ago, but not at a peer level with Intel. Tony