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

To: Felix Appolonia who wrote (108383)	8/28/2000 8:57:49 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Felix, Intel is focused on servers and networking and connectivity. AMD is focused on the desktop. Intel used to be focused on the desktop segment as well. What happened? It is not all about processor speed. I (as an AMD shareholder) hope Intel believes this as well. The small chip manuf. don't have the resources or the capacity to supply the market demand. Dan Niles is very bullish on Intel today, but last year he was not. This is true. It is getting impossible to sell a computer with a clock speed below 500 MHz. Only 2 companies are able to make these (not counting Via at the momont), and of the 2, AMD has been able to sell only 7 million CPUs per quarter in 2000 (of somewhere 35 and 45 million total). Even after AMD's 2nd fab is in full production, AMD will able to take only a fraction of the market, leaving Intel with majority of the market. But growing market share of AMD may come at expense of lower than expected growth for Intel. Joe