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

To: Paul Engel who wrote (104965)	6/27/2000 5:45:00 PM
From: EricRR	Read Replies (1) \| Respond to of 186894

RatBrain can pass off his wildest dreams as facts, but that doesn't seem to be helping AMD lately. Ratbrain has done a good job of taking some air out of the Itanium balloon, if I do say so myself. And yes it is theraputic, considering the recently bizarre AMD price action. More therapy-- Isn't HP supposed to be one of Intel's buddies? yahoo.cnet.com The refreshed consumer line, to be unveiled at the PC Expo trade show in New York, also gives additional momentum to AMD, as HP's top Pavilion in retail will incorporate AMD's 1-GHz Athlon processor, not an Intel Pentium III. HP will ship AMD's 1-GHz Athlon processor in new retail systems. Customers looking for a Pavilion with a 1-GHz Pentium III will have to buy it direct from HP's Web site. Other new models will feature 667-MHz Celeron processors released by Intel today. "We had the 1-GHz Pentium for sale the last few months," said Tom Anderson, HP's direct consumer business manager. "What we generally do is we look at which one on a system basis sells the most effectively for the least money. And it turns out Athlon has the advantage there, unless you value in Rambus. That's essentially why we're using Athlon." Also -here was a post I put over on the AMD thread- Dan Shoval on Radio Wall Street: radiowallstreet.com Here are my exerps: total PC market is growing this year at a little less than %20 How does Intel stop AMD? Sidestep (go to new markets)-- go to communications. %19 or 20 percent of Intel revenue is server. %10 of intc revenue from communications %4 intc revenue from flash only 50% of INTC from non-server PC. Intel has strong competitors in DSP market Neutral on INTC because of high price. Bullish on AMD. Opertunity to grow PC significantly market share last year 10-12% this year (2001) he sees %30 units as "possible" and that %30 dollars not impossible. Dan Shovel sidestepped question of what AMD's earnings would be if %30 market share is acheived. (says "room for positive surprises") 2001 $5.79 fully taxed 2000 extra tax will emerge as factor When asked that "6 bucks a share time 30 is a $180 stock price," said something like "We rate AMD a buy, we think there's opportunity there and we think they could deliver more upside surprises"