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

To: Paul Engel who wrote (105898)	7/19/2000 12:59:57 AM
From: semiconeng	Read Replies (3) \| Respond to of 186894

Paul, Re: This was an interesting part of that article: No...No...No... You've got it wrong, THIS was the REALLY interesting part: AMD currently owns about 12 percent of the budget processor market and 7 percent of the high-performance market, according to U.S. Bancorp Piper Jaffray. AMD hopes to increase its total share to 20 percent by the end of the year. But that may be pie-in-the-sky, according to Ashok Kumar, managing director of U.S. Bancorp. Kumar says AMD's current market-share numbers are misleading because they include business inherited from failed competitors, like Cyrix and Centaur. AMD has yet to make inroads into Intel's corporate PC stronghold, and it may even lose ground in the value segment when it introduces Duron, Kumar says. "All of AMD's value competitors basically have disappeared," bequeathing AMD the 10-plus percent market share they had two years ago, says Kumar. "And it will be difficult for vendors to support Duron, which will use a brand-new chip set and motherboards. I'm afraid AMD is stretching optimism beyond the bounds of reason to think they can capture anything beyond 20 percent." Keith Diefendorff, editor in chief of Microprocessor Report, agrees that AMD still faces a brutal fight. "It's one thing to come out with a product like Athlon and give Intel a bloody nose; it's another thing to compete with Intel, product after product, and stay ahead SemiconEng

To: Paul Engel who wrote (105898)	7/19/2000 11:17:08 AM
From: jackrabbit	Read Replies (1) \| Respond to of 186894

Paul and thread, Did anyone notice the following statements from the official Q2 press release: The company expects revenue for the third quarter of 2000 to be up from second quarter revenue of $8.3 billion. The company expects interest and other income for the third quarter of 2000 to be approximately $800 million . . . [down from approximately $2.3 billion in Q2] I am not an accountant, but doesn't this imply that Intel is projecting that operating revenues will be at least $1.5 billion higher in Q3 over Q2?? If operating revenues were approximately $6 billion in Q2, that would be a 25% quarter over quarter increase (starting on a huge $6 billion base). Isn't that extremely bullish for the company?? Am I missing something here??