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

To: wanna_bmw who wrote (146501)	10/31/2001 4:06:31 PM
From: AK2004	Read Replies (2) \| Respond to of 186894

bmw I have seen positive reports and some negatives as well. I tried to address something that I found to be somewhat curious and not because it is negative for intel. I found it curious that intel directly attacked the validity of amd's approach and in particular the benefits of soi. Could it be that the benefits of intel new process is not what it was originally expected to be? Amd always compared itself to intel but it is new for intel to pay so much attention to amd..... Regards -Albert

To: wanna_bmw who wrote (146501)	10/31/2001 4:26:22 PM
From: GVTucker	Read Replies (2) \| Respond to of 186894

wanna bmw, RE: I was listening to MSNBC this morning, and several analysts ended up recommending INTC based on this news, and many now believe that Intel is going for market share, and is going to bury the competition (well, so to speak <g>). Just as albert overstated his case, so are you. I know of no analyst that has upgraded Intel based upon this news. In fact, I haven't seen anyone even state anything qualitatively that different from before, outside of the small issue that albert has pointed out. Actually, I was rather disappointed in that statement about Intel going aggressively for market share. It sounded very, very similar to statements Michael Dell was making a couple of years ago. Two years hence, he certainly has more market share, but he has also hurt shareholders in the meantime.