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

To: Tenchusatsu who wrote (115414)	10/31/2000 6:14:00 PM
From: kash johal	Respond to of 186894

Tench, There have been some hints from people reviewing PIV systems that performance sucks. I dumped my intel earlier today (as well as amd,nsm btw). The rambus fiasco coupled with a poor PIV design could provide Intel a major problem in 1H 2001. When review sites seem to be universally leaking negative details, this should be a cause for concern. regards, Kash

To: Tenchusatsu who wrote (115414)	10/31/2000 6:17:52 PM
From: Andrew Shih	Read Replies (3) \| Respond to of 186894

AMD is going to increase margins and increase market share. I estimate that AMD can produce between 40-50 million chips next year. The global market size is somewhere around 180-200 million next year. Thus AMD will have between 20 and 28% market share next year. Take 40 million CPUs x $90 ASP + 2.4 B for Flash + 0.4 billion for embedded + chipsets = 6.4 Billion. Take 16% net margin and you get 1 billion profit. That's my conservative estimate. The bullish estimate is 50 million CPUs at $100 + 2.6 Flash + 0.6 other = 8.2 billion x 20% margin = 1.6 billion profit. Either way, this stock is going up to at least 15 billion market cap by the end of next year. That's a double. -Andrew