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

To: Barry Grossman who wrote (102579)	4/18/2000 8:20:00 PM
From: Diamond Jim	Respond to of 186894

RE: "I recall also that they said they didn't lose any market share this quarter and that was after gaining market share last quarter." Barry, I love this question & answer(from Amit's post): Q : JP Morgan. Competition. Price reduction to compete ? A : Q1 flat from Q4 in terms of market share. Q4 was up by 2% in terms of marketshare over Q3. So, no marketshare erosion for Intel. The demand rise is helping both companies (maybe that will restore peace on AMD and Intel SI/Yahoo threads (: )

To: Barry Grossman who wrote (102579)	4/18/2000 8:40:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Barry, re: "So tell me John, how fast do you think it is going to keep growing and then tell me how anyone would know the unknowable?" It's part of Intel's job to project microprocessor demand and to ramp to it, it is what they do. Everybody makes mistakes, and one or two quarters would be understandable. But a year, plus the next quarter? re: "Re hostility: I noticed it when Drew Peck asked a question about investment income porion of their earnings. I don't recall any other examples of the hostility you refer to. Can you point to a few more instances?" I didn't take notes. I plan to listen to a replay of the CC, I'll let you know. Let me ask you a question. Is Intel as effective in executing it's business strategy as it has been in the past? If not, why? John