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

To: BelowTheCrowd who wrote (142430)	8/30/2001 2:21:33 AM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 186894

I don't see anybody in the corporate world who's specifying top-end or even "top half" processor speeds for most of their people. A few people in limited situations need them, but that's the exception rather than the rule. I know many whose specification is pretty much "whatever just discontinued and is available dirt cheap. Now how can that be? Our resident thread expert claims that Intel sold 13+ million 1GHz PIIIs (over half the total unit volume) last quarter and most of them went to corporate accounts. Are you saying that this is just B.S.?? THE WATSONYOUTH

To: BelowTheCrowd who wrote (142430)	8/30/2001 12:00:21 PM
From: semiconeng	Read Replies (5) \| Respond to of 186894

To me it's simple. If you're going to argue that AMD's success is because "a rising tide raises all boats," and that their strategy may no longer work because the tide isn't rising anymore, then you MUST also consider that Intel has existed in the exact same environment and may face similar challenges when the tide stops rising or even falls. ---So I think you're missing something here. When you say that intel is "in the exact same environment", that's not quite true. For quite some time, intel has been diversifying their business out and away from their core CPU Business. In the past year, they have bought up multiple companies in the Networking and e-business areas. They were criticized thoroughly at the time for "not focusing on their core business", but now it is beginning to look like that was exactly the right strategy. In contrast, AMD sold their only non-semiconductor communications division last year. It doesn't seem to me that intel is a semiconductor only business, but it sure looks that way for AMD. Not the "same environment" at all. Semi