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

To: milo_morai who wrote (103925)	6/4/2000 5:23:00 PM
From: Tony Viola	Read Replies (6) \| Respond to of 186894

Milo, what happens if and when the desktop CPU chip market gets saturated again. What else does AMD have? Intel is growing their network, broadband and wireless divisions at 50% per year, which, if it continues, comes out to $10 billion in revenues projection for them in 2003. Servers and server chips are growing something like 33% per year. Web hosting is a wildcard. I saw more comm products at the recent Intel stockholders meeting than I saw strictly CPU products. AMD, OTOH, just sold off their comm chip division. Jerry may be looking good now, but has he mortgaged the future? Maybe that was the disagreement that drove Atiq Raza away? Tony

To: milo_morai who wrote (103925)	6/4/2000 5:23:00 PM
From: Felix Appolonia	Respond to of 186894

Milo, Thanks for the information. When I refer to the "cycle" one of the financial magazines ( forgot name) ran article addressing previous stock performance, chip pricing, competition with INTEL , and the upside move of AMD, insider selling, and then falling chip prices,and increased competition from Intel and then a fall in the value of AMD stock. The article went on to refer to this as a "cycle" similar to previous years, and also referred to the insider selling. Who knows, maybe this year is different due to Athlon. Good luck with your investment. Felix