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

To: Paul Engel who wrote (136506)	6/3/2001 12:14:56 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: AMD.... went from 50% of the retail notebook market 2 years ago to ZERO You are confusing timing with execution. Poor timing is when Intel cut back on CAPEX from 4 years ago to 2 years ago - and got cut short during the semi boom. More bad timing is when Intel embarked on the greatest semi spending splurge in the history of the industry starting last year just in time for an extended depression in the semis. Great timing was AMD taking a big risk 4 years ago to build Dresden when AMD was losing money, then not starting another new FAB a year ago despite the fabulous market conditions at the time. Poor execution is Intel shipping defective MTH components and defective 1.13GHZ CPUs, AMD having a too fussy first iteration of its DDR chipset, Intel's coppermine yield collapse when they first went to notched gates, AMD's K6-2 yield collapse from the etching problem, etc. Clear now? Both AMD and Intel have had some execution problems, it's just part of being a leading edge technical company. But AMD's timing, through luck or skill, has been a lot better than Intel's :-)