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

To: Mary Cluney who wrote (140923)	8/6/2001 10:18:36 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Mary, re: . I think AMDroids are trying very hard to do the same thing and succeeding. I think you are giving them a little too much credit. The general perception is that Intel is feeling the pressure from AMD competition. Fundamentally, I don't think so. Intel has never been in a stronger position vis a vis competition with AMD. There is a lag between Wall Street perceptions and what is actually happening. There we agree. The pressure is coming from Intel. And the release of XP coupled with the $1B marketing program coupled with much higher MHz coupled with a presumed consumer upcycle in the 4th quarter and a corporate upcycle starting next year, I think Intel is just about to turn the screws on AMD. re: My feeling about Dan Niles is that he has lost his way. Lots of people have said this before, he's pretty good at predicting Intel earning, real bad at his timing on buy/sell calls. Almost a contrary indicator on his calls. re: The Chart on Intel looks terrific. ???? Could break either way, IMHO. I would watch for a close above 200 DMA or below 50 DMA. John

To: Mary Cluney who wrote (140923)	8/6/2001 11:27:06 AM
From: AK2004	Read Replies (2) \| Respond to of 186894

Mary re: The general perception is that Intel is feeling the pressure from AMD competition. Fundamentally, I don't think so. Intel has never been in a stronger position vis a vis competition with AMD. There is a lag between Wall Street perceptions and what is actually happening. LB would disagree with you Message 16173796 "Over the past two years AMD has increased its market share against Intel from 13% to 21%. Meanwhile AMD ASPs are still in the $70s while Intel has seen ASPs drop from $206 to $164." Regards -Albert

To: Mary Cluney who wrote (140923)	8/6/2001 2:03:24 PM
From: dale_laroy	Read Replies (1) \| Respond to of 186894

>Intel has never been in a stronger position vis a vis competition with AMD.< So, you think Intel was in a weaker position with Pentium vs K5 than with P4 vs K7?

To: Mary Cluney who wrote (140923)	8/6/2001 3:30:21 PM
From: Jim McMannis	Respond to of 186894

RE:"Jonathan Lebed proved that a high schooler from New Jersey could in his spare time, after school, influence the stock market. I think AMDroids are trying very hard to do the same thing and succeeding. Of course, over the longer term, things kind of even out. Same thing is going to happen here. The general perception is that Intel is feeling the pressure from AMD competition. Fundamentally, I don't think so. Intel has never been in a stronger position vis a vis competition with AMD. There is a lag between Wall Street perceptions and what is actually happening. Intel is feeling the heat from a poor economy - but that will change. Also, if JJ thinks semiconductor sector has bottomed and is turning around - that can't happen if Intel is going in the opposite direction. My feeling about Dan Niles is that he has lost his way. He was a hard working analyst when he first came out, but now he thinks he is a media darling. He is trying to rub elbows with Willow Bay and Maria Bartiromo" So basically you disgagree with anyone or anything that doesn't love Intel... Jim