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

To: AK2004 who wrote (106923)	8/3/2000 5:30:26 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Albert, I'm not skeptical they can make them, I'm skeptical that they can sell them. A couple of reasons: - First, it's never that easy to double sales of anything. - AMD's market is primarily retail, and I think the retail PC market may be soft this fall, for a number of reasons. - At least a small part of AMD's success has been because Intel has been capacity constrained, that may ease. - A double of sales implies taking share from Intel, and Intel can get a little competitive at times. Maybe AMD will pull it off, if so it would be a great accomplishment. I just think that Mr. Sanders raised the bar way too high. Not a lot of companies are projecting double sales for two back to back quarters, for good reason. Too much stuff can happen. John -