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Strategies & Market Trends : Nasdaq 100 Analysis -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (13)	12/2/2001 9:52:12 AM
From: Softechie	Read Replies (1) \| Respond to of 238

Could Naz drop below 1000?

To: orkrious who wrote (13)	12/2/2001 10:13:56 AM
From: Steve Lee	Read Replies (3) \| Respond to of 238

Yes, their EPS will go up but also their revs might too. As their production processes improve, their lead over AMD does also. AMD got lucky with the Coppermine shortages over a year ago. Additionally, Intel were at the end of the line with the Pentium 3 and the Athlon was introduced as a serious threat. The Athlon continues to outpace the P3 but now we have the P4 with loads of headroom. It is only recently that Intel has regained the performance crown. I dont see them losing it again until the P4 nears the end of its product cycle. So Intel could maintain revs and drop prices to take market share, or if their lead increases, they might increase market share and prices simultaneously, along with revs and earnings. Either way, it will boost the market as a whole, but will not be a reflection of the market as a whole. Similarly, the hypothetical introduction of an OS competitive to Windows would slash MSFT's stock but would not mean all tech stocks should get slashed.