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

To: Tony Viola who wrote (140525)	7/31/2001 12:03:18 PM
From: Dan3	Respond to of 186894

50nm gates in AMD's .13 process? siliconinvestor.com

To: Tony Viola who wrote (140525)	7/31/2001 12:09:39 PM
From: pgerassi	Read Replies (2) \| Respond to of 186894

Dear Tony: They are already in servers. They are beginning to eat at Intel servers the same way Intel ate the servers of others, from the low end. First it will be stealth gains, in the back rooms and testing centers. When they work out and evidence shows that they are, the next step is limited deployments for companies that never get the headlines and where WOM rules. Then comes the coming out party where "smaller, cheaper, faster, reliable, and more capable" is the reason to get them, "why overpay for less performance?" and "Why throw the baby out with the bathwater?". At that point, Intel is looking at 90% share and its beginning to drop fast. Not a pretty picture for Intel. Pete