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

To: t2 who wrote (148755)	11/18/2001 12:23:28 PM
From: Ali Chen	Respond to of 186894

NewVision, "When retailers see a direct seller like Dell taking so much market share" Dell is a manufacturer of PCs in first place, and direct seller and service provider. Dell's business model and retailer's model have very little in common. This shakes off all your reasoning. "All we hear in the PC business is how successful Dell has been while everyone else is struggling." Dell is a family business of Intel's founder Andy Grove. Apparently Dell has first priority at Intel in chip allocation for JIT, engineering and BIOS support, very advance information for future products, not speaking about volume discounts. Even with all this, Dell's profits margins are below 7%. To become "now successful", Dell announced their intent to take advantage of current decline in PC demand by using all their cash resources to underpice competitors and take their market share. "I ... have seen about 50% of the PCs on display being ones with AMD processors during the summer." Have you done this lately? Is it at 3% now, as the BestBuy ad seems to imply? "IMHO, the market share gains by Intel are going to be large and very quick...much faster than the analyst community believes." Maybe. Money talks, BS walks. And the BS is that current AMD Athlon-based machines in retail are vastly (I mean 20%) outperforming any current P4 retail offerings. Any. Because all P4 retail offerings are SDRAM. - Ali