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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (18171)	11/8/2000 12:34:36 PM
From: niceguy767	Respond to of 275872

Tony: "Give me a break. Intel CPU chips are in 85%, ±, of the world's computers and you're declaring them a mutual fund? Check out GE, which is not even high tech, GE capital is far bigger % wise than any Intel financial goings on, and has a higher PE." That 85% is seriously jeopardized by their seeming inability to bring to market a competitive product...I would suspect that risk of significant marketshare erosion in Y2001 is a high agenda item at INTC along with the prospect of declining margins owing to the relegation of PWeeiii performance to that of an also ran over the past 12 months...Even should P4 arrive in retail quantity in 12 months, which is by no means a given, there is every reason to believe, based upon current available information, that contrary to the INTC PR spin, the P4 may not be competitive with what AMD is offering in retail quantity by the time (Maybe Mr. DM will provide additional info. in this regard)....By the way, all those capital gains buried in INTC's bottom line in Y2000 do tend to distort, in a positive direction for INTC, the relative performance of their microprocessor division vis a vis AMD's...