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

To: Joe NYC who wrote (151392)	12/6/2001 5:49:06 PM
From: Cory Gault	Respond to of 186894

"Lol. Intel is guiding median of the revenue up 6.25%, while AMD is predicting increase of 10% or more, how does that translate in Intel gaining market share? That would mean that AMD ASPs increased at MUCH faster rate than Intel." Very distinct possibilty. AMD's ASP's could have rose slightly, probably did as they have been giving product away the last few quarters. And INTC's decreased slightly. You also have the law of big #'s vs. small #'s to play with in these percentages. Anyway, I agree with Newvision.....healthier for the stock and the markets to see BOTH guide up and talk of increased demand.

To: Joe NYC who wrote (151392)	12/6/2001 6:02:42 PM
From: wanna_bmw	Respond to of 186894

Joe, Re: "Intel is guiding median of the revenue up 6.25%, while AMD is predicting increase of 10% or more, how does that translate in Intel gaining market share? That would mean that AMD ASPs increased at MUCH faster rate than Intel." In fact, it sounds as if that exactly happened. Intel confirmed that they are gaining market share in their conference call. I'll post the rest of the news in a few moments. wbmw