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

To: fingolfen who wrote (140269)	7/27/2001 12:59:54 PM
From: dale_laroy	Read Replies (1) \| Respond to of 186894

>I'm honestly not sure whether they're "on a roll" or at the "crest of their wave."< At least temporarily, they are "at the crest of their wave." Until Intel begins to seriously kill off the PIII in the corporate market, they will continue to have a strangle hold, so AMD's potential growth will be limited to the mobile computing market. And, while mobile Barton will be a killer mobile processor, they won't even have anything competitive with mobile Tualatin until at least Thoroughbred. On the plus side, there is potential for AMD's Athlon4 to pace Intel's P4 penetration into the corporate market, since each requires validation of a new platform.