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

To: Dan3 who wrote (121933)	12/10/2000 4:45:48 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Dan, <I see the probable outcome as AMD moving into some of Intel's markets, Intel moving into all of SUN's markets, and SUN with nowhere to go.> Sounds pretty fair to me. Still think an alliance between AMD and Sun is a good idea? Tenchusatsu

To: Dan3 who wrote (121933)	12/10/2000 5:40:47 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Dan, are you OK? I see the probable outcome as AMD moving into some of Intel's markets, Intel moving into all of SUN's markets, and SUN with nowhere to go. AMD has a good opportunity for growth, Intel has a fair opportunity for growth, and SUN has nowhere to go. I agree although Intel will fight tooth and nail with AMD for every piece of ground and design win. No server losses wrt the big 4 until 2002, if then. It will be interesting to watch this play out with Sun. I saw IBM go down from undisputed gorilla in computers to just a player. Sun next? I think so. Tony

To: Dan3 who wrote (121933)	12/11/2000 11:10:06 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

Dan: Intel and AMD fight it out for the hardware market Joe: Intel and AMD fight it out for the hardware desktop market Dan: the probable outcome is AMD moving into some of Intel's markets Joe: the probable outcome is AMD will go nowhere in the lucrative server and notebook market, and they will remain confined to the desktop market. Dan: AMD has a good opportunity for growth, Intel has a fair opportunity for growth, and SUN has nowhere to go. Joe: SUN are challenged in the low end and will have to rely more and more on their high-end, thus making more difficult to support a vertical industry model. INTC has excellent opportunity to grow as p4 ramps, ia-64, pda's, low power notebooks will more than offset the declining desktop market. AMD relies on the desktop market and flash and has seen the best of its growth (in Y2000)