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

To: Paul Engel who wrote (145486)	10/16/2001 10:55:19 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: It cost Intel $10 Billion to move to copper This was Intel's quarter to roar. AMD's Palomino production was stalled, and AMD's marketing was stymied by P4's low-performance megahertz. Intel went all out in the quarter, slashing prices in the consumer market, and using the usual bribes and threats to keep AMD out of the business market. Intel was able (somewhat inadvertently, I think) to keep the corporate market segmented into PIIIs at high prices, while AMD battled it out in the small business and consumer markets against P4. This was Intel's best shot, and they managed to regain less than 1% of the 10%+ market share they lost to AMD over the past year. For the coming quarter, we start with AMD continuing to expand into the mobile sector. Next, the combination of Palomino arriving, and a marketing answer to the challenge posed by Intel's hollow MHZ puts AMD solidly back into the desktop competition. Intel's PIII is finally running out of gas, which means the corporate market is entering a transition phase, AMD may or may not gain substantial share in that area, but it literally can't lose. In the small server and high end workstation markets, AMD's SMP solution now has a track record, is getting additional, lower cost, motherboard support, and is moving from a little ahead of Intel to way out in front in terms of performance. The release of details on the Hammer series means that OEMs can now begin to view AMD as offering a broad line of server solutions and not just low end products. There is migration path for OEMs that want to offer AMD server solutions. Q4 will see AMD with Palomino, Nvidia Crush, lower cost SMP solutions, and an expanding mobile product line. It will see Intel trying to transition the corporate market to high thermal dissipation P4s that it can't price too high or it risks total loss of the consumer market. Intel will also see stronger competition from mobile, server, and workstation solutions from AMD. AMD marketing's solution of model numbers that reflect (very conservatively) Athlon's IPC superiority to P4 pulls the fangs of P4's empty MHZ. Q1 will see Northwood and Thoroughbred - basically nothing will change for quite a while. I think Intel has just seen its best times, for a long time, and AMD has seen its worst times, for a long time.