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


To: Road Walker who wrote (142294)8/28/2001 3:28:18 PM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
John, Re: "Just seems to me, on the surface, that this could propel Intel so far ahead, that the other guys (Sun and IBM in servers, AMD in PC's) might not even be in the ballpark."

That may be an overly optimistic way of looking at it, but I do think this means very good things for Intel. If they actually execute and launch products based on the features demonstrated today, it may be just what they need to get back the perception of market leader.

You know, a lot has suddenly become clear to me. With IBM and Micron dumping AMD in various market segments, now I know why. The AMD investors couldn't figure it out, and came up with lame excuses about how AMD didn't need these OEMs in the first place. But now it's clear that these OEMs have known about these technologies under NDA, and they dumped AMD because they don't have similar competing technology.

wanna_bmw



To: Road Walker who wrote (142294)8/28/2001 3:57:56 PM
From: Elmer  Read Replies (3) | Respond to of 186894
 
Maybe I'm reading this all wrong, I am technology challenged. Just seems to me, on the surface, that this could propel Intel so far ahead, that the other guys (Sun and IBM in servers, AMD in PC's) might not even be in the ballpark.

John, remember when the so called experts were telling us what a bad design P4 was and how stupid Intel was? Some of us knew what was inside but had to keep our mouths closed. Who looks stupid now?

EP