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

To: milo_morai who wrote (106338)	7/30/2000 12:06:17 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Milo, >Tony it's a nice dream, but AMD is allot different than 1 year ago. So this is not your father's AMD, huh? Well, I think they've shot their wad. Their copper process is doing zilch for them at 0.18, and how many months (years) until 0.13? Not exactly a Just-In-Time plan. When do they start leasing some space in Dregsden? And much better support from the industry As in chipsets and motherboards? If they had any support at all, Duron would be on sale by a Compaq or a Gateway by now, wouldn't it? And, I haven't heard about too many Profusions or Reliances independently designing SMP chipsets around any AMD CPU chips. The X86 server market has gone ballistic with no participation by AMD. AMD has been in the X86 market since, when, the mid-80s? How much money do you think Intel makes on a big-cache Xeon, vs. AMD with any of their chips? Intel has a very LOT to worry about. From a single competitor that's a small fraction of their size? Actually, Intel'd probably worry more without AMD around, after the Microsoft garbage. Don't forget, "You'll never get fired for specifying Intel as a supplier (or as an alliance partner.)" The antithesis: "Do I trust that playboy that commutes from Bel Air to Sunnyvale?" TV