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

To: Tony Viola who wrote (119451)	11/28/2000 3:11:12 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: are you saying the following with respect to the PC segment, or the web/enterprise, in other words, server environment segment? Strictly desktop PC and workgroup scale servers (including low end web servers). I see INTC's commanding lead unaffected in large (the most profitable) servers, and little affected (or completely unaffected) in the notebook space. What I think keeps getting missed is that a gradual decline in market share in desktops and small servers will have little effect on Intel - but allows AMD to be fabulously successful. If Intel grows 5% instead of 10%, it leaves room for AMD to grow 100%. Regards, Dan