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

To: Tony Viola who wrote (128949)	3/3/2001 1:56:23 PM
From: semiconeng	Respond to of 186894

Intel must have bludgeoned Gateway into submission again. Tony Or maybe Gateway just Woke Up, Got Smart, And got rid of the person who steered them astray. :-) Semi

To: Tony Viola who wrote (128949)	3/3/2001 3:27:05 PM
From: Mani1	Read Replies (1) \| Respond to of 186894

Tony re << I thought AMD was gaining market share??? >> I think they are, but they sure are not doing it with the Gateway account. As far as the argument that GTW got in trouble because they decided to promote AMD too much, well that is ludicrous and shallow thinking. It is much more complicated than that and the market response time to such decisions vary greatly. Over the past couple of years stocks of DELL and GTW have performed about the same: siliconinvestor.com Dell has stayed Intel and GTW has flipped flopped a couple of times. And DELL's growth has been mainly business notebook, servers and storage, where AMD is not a players. So you could argue that in the market that AMD and Intel compete, GTW has done better than Dell. Mani