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

To: stribe30 who wrote (110688)	9/22/2000 12:12:12 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:".. but there are some stories from overseas to give some evidence that AMD has been eating into European market share of Intel (and some of the analysts have started to hint at.. as you'd notice when you visit the AMD mod thread to some of the ppl who've posted such info)" I'd appears that something is rotten in Denmark. Maybe Intel hasn't been exactly up front up until now... I hate to say it by Intel could be wallowing for a while... Some things just don't add up... Jim

To: stribe30 who wrote (110688)	9/22/2000 12:42:47 AM
From: FR1	Read Replies (1) \| Respond to of 186894

Perhaps there is more to the AMD story than just smoke. The only good news, in the stories below, is that Intel could not meet demand and therefore Taiwan went to AMD. Good because it implies that if Intel could get it's act together they would buy from them. It is now sounding like a Intel specific problem related to capacity constraints (according to the guys in Taiwan). Note that there are no warnings from AMD and the season is over (Intel was late). Also note today that Mike Dell was beating his chest about how great PC sales are. Tell me what you think of these current news items: quote.bloomberg.com First International Says AMD Processors Gain at Intel's Expense By Alan Patterson Taipei, Sept. 22 (Bloomberg) -- First International Computer Inc., one of Taiwan's top three computer makers, said it increased purchases of processors from Advanced Micro Devices Inc. because its main supplier, Intel Corp., can't keep up with demand. Intel has acknowledged problems meeting customer orders. AMD opened a new factory in Dresden, Germany and expanded production at a plant in Austin, Texas, to increase market share. ``AMD now represents about 30 to 35 percent of our production,'' said sales department director Ralph Liu said, higher than before. ``It looks like AMD's share may be increasing in the future.'' Intel on Thursday said sales in Europe may fall short of expectations this year. The company's shares tumbled as much as 30 percent in overnight trading. FIC's sales in Europe are currently about 10 percent lower than expectations, Liu said. ``Usually sales start to pick up dramatically in August, but that hasn't happened this year,'' he said. ``There has been weakness in the Euro. People may be holding on to their money in anticipation that the Euro will rise,'' he said. Overall, FIC's global sales are growing by about 30 percent over last year, Liu said. ****************************************************** This is from H&Q: HQ:Intel is losing market share to AMD by: lakers_w 9/21/00 10:12 pm Msg: 293075 of 293150 Chase H&Q: Intel is losing market share to AMD Intel Blame -3: Shortfall Is Specific To Intel - Analyst (Dow Jones) 09/21/2000 Sudeep Balain, an analyst at Chase H&Q, said Intel's projected shortfall is specific to Intel and not an indication of overall PC demand. Balain pointed to comments by Michael Dell, Dell Computer Corp.'s (DELL) chief executive, that computer demand is "healthy" for the third and fourth quarters. "There is no question Intel is losing market share and is getting pressure from AMD," Balain said. The analyst said that weak demand in Europe can account for some of the shortfall, but isn't the sole reason for the warning. -By Donna Fuscaldo, Dow Jones Newswires; 201-938-5253