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

To: Road Walker who wrote (140110)	7/25/2001 6:44:51 PM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: Could be, the 80/20 rule really plays out in management. Others are closer to the industry, I wonder what Paul would say. Still, if there is anything we have learned, it is that competitive advantage can turn on a dime. Identical statements from all the same players as 2 years ago. Intel gets to the next process generation 6 months earlier, then AMD implements a more advanced process and is ahead for 18 months. Go back 2 years and review all the crowing from Paul, Elmer, etc. about how the .18 coppermine would destroy AMD once and for all. Then AMD comes out with .18 plus copper and takes their market share from 8% to 22%. Now Intel has the lead for 6 months, then AMD comes out with .13 plus SOI and will take their market share to 30%. It's all so predictable at this point it's almost boring.