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

To: Dan3 who wrote (107655)	8/16/2000 11:56:55 PM
From: Tony Viola	Respond to of 186894

Dan, >The reality, I think, is that Intel is in very big trouble. Exaggerate much? If you've been in the industry long enough, you should know that it's a game of leapfrog between the top two companies in any high tech product. New product developments are never in phase with the two, so the most recent to release a new product takes the performance lead, or "leapfrogs" the other one. But the other guy most always grabs the lead, or leapfrogs back when their next new product comes out. The more important business point, though, is that Intel has the far superior brand popularity to ride out any short period of time when they might lose the performance lead. You guys get all excited when AMD finally comes out with a competitive product, but the vast majority of end users still want Intel. I could point out a corollary, in Sun Micro having far inferior, price/performance wise, hardware than at least two other high end Unix server vendors. Make it far, far, far inferior, like 2 or 3 to 1! We're not talking 10 or 20% here, but Sun is still cleaning up because they're the specified one nowadays. As an IM director, the CEO won't fire you for specifying Sun these days. Same with Intel. Flail away all you want about AMD's little leapfrog. One misstep and Jerry and pals are all frogs legs. Tony

To: Dan3 who wrote (107655)	8/17/2000 12:44:51 AM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: "It looks to me like Intel is stuck at 933MHZ" What?? NiceGuy told us they were stuck at 733MHz. You can purchase 1 GHz CuMines on PriceWatch today. In a few months you will be telling us they are stuck at 1.133GHz. Re: "Intel made a big deal about the C0 stepping letting them catch up to AMD and they paper launched the 1.13GHZ part to "prove" it" You can buy a 1.133GHz CuMine system from IBM today. So much for your paper claim. Are you trying to replace Scumbria as the FUD King of this thread? Re: "The majority of the profits in the CPU business come from the top 10 to 20 percent of the market. AMD has sufficient capacity to supply that entire market" They will have to fix their yield problems if they want to ship anything in volume. EP