Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joseph Pareti who wrote (115645)	11/2/2000 10:40:09 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Joseph,<<<if Osha is indeed a downloaded Kurlak-brain-dump today might very well be his day to strike.>>> There is no doubt in my mind that the lightweight kurlak knockoff (Osha)and either Drew Peck or Tom Galway (he recently made his bet against Intel) will try to time some incendiary language about competition and death of the PC market to prevent INTC stock from taking off. Do these prople realize that AMD is only 15% the size of Intel and that they compete in only 10% of the market where Intel makes its money? What kind of a price war are they talking about? Do these people really understand that when they are talking about Intel they are not talking only about PC's? They are more and more talking about the computer industry of which the Internet is a subset. Drew Peck, at least to his credit, admitted he didn't understand the Xeon market, and was astonished at it's market size. Does he now have a full or at least a better grasp of this market? Mary