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

To: NITT who wrote (142828)	9/5/2001 4:52:39 PM
From: Win Smith	Read Replies (1) \| Respond to of 186894

Intel is spending boatloads of money to shove a fat processor into what may well be a saturated market. You can rationalize that however you want, but nothing about the P4 that's come out yet gives it a clear advantage over a $105 Athlon. The 850 DRDRAM chipset gives the P4 whatever small and marginal advantage in certain select applications it has at the moment, but guess where that's headed. Intel isn't always successful in shoving its brilliant breakthroughs down people's throats, no matter what the local Intel engineers would have you believe.

To: NITT who wrote (142828)	9/5/2001 6:59:53 PM
From: AK2004	Read Replies (2) \| Respond to of 186894

NITT re: Regarding economics, if Intel disappeared tomorrow, AMD would not be able to satisfy even 30% of WW unit demand even with the current slow down. The reality is that, as long as Intel is alive and investing it appears that a premium is available to Intel whether Jerry likes it or not. would you care to elaborate on the issue? Intel is driving sector into conditions of gross overproduction / overcapacity. Does that sound reasonable to you? Most current estimates states that amd is still gaining unit market share. So intel was hurting investors of both companies for 2 quarters and failed to produce the desired effect. Amd's position is strong and getting stronger. re: I think economics will be on Intel's side with 80%+ of WW units are you talking about 2 years ago or two years from now? Since when intel is shipping 55 Million processors this quarter? Could it be that I am not aware of it because intel secretly sold 25 million itaniums this quarter? Regards -Albert