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

To: Joe NYC who wrote (151724)	12/8/2001 5:07:35 AM
From: Tenchusatsu	Respond to of 186894

Joe, <Intel is lying.> You'd rather believe an AMD CEO who pump-n-dumps his own stock? As well as a disgruntled former Intel employee with an agenda? Tenchusatsu

To: Joe NYC who wrote (151724)	12/8/2001 5:38:36 AM
From: wanna_bmw	Respond to of 186894

Joe, Re: "Just the last CC yesterday, Intel alluded to gaining market share. How can Intel know it to be true?" You shouldn't paraphrase something like this, when you are taking their words so literally. What Intel said was that they had gained share in October, and that trends suggested that they would keep these gains through November and December. I doubt that any of those claims were a lie. If AMD gains, it is only because Intel will have underestimated them in the second half of the quarter. As it stands now, though, it's looking like Intel gained market share. wbmw

To: Joe NYC who wrote (151724)	12/8/2001 9:58:47 AM
From: Dan3	Respond to of 186894

Re: Let me repeat, Intel has all the incentives to lie. Suppose Intel was honest and the CC speakers said "We are wrestling on the ground with AMD for every 1/10th of a % of market share. It is a standoff, and it will continue to be a standoff as far as eye can see". Intel does not want this to be known. The impression Intel is trying to create is that they are in process of finishing AMD off, and the resumption of the past profitability and dominance is imminent. Great post. You've really keyed in on the beauty of AMD's little announcement issued minutes before Intel's update. Intel was trying to imply that they were gaining ground steadily against AMD (without releasing anything explicit enough to expose them to more investor lawsuits). Intel had already written their press releases. Then AMD slipped in that they are having the best quarter in their history for CPUs, both units and revenue, in a mediocre quarter for the industry. And Intel's deception was exposed. And a lot of people may be have begun wondering what else they may be lying about. A walk down memory lane courtesy of Intel: PIII 1.13GHZ is not defective and is shipping in volume, Tom Pabst is a lying moron. Xeon 900mhz isn't defective, it's shipping in volume. Itanic product isn't defective, shipments are good. Rambus is the best memory platform for desktop computers. Intel's, best, and most frequently repeated whopper -> "Market share has been flat, or we have made gains." Made in every quarter since Q3 1997, when they had 89% market share, AMD had 5%, and Cyrix had 6%. mdronline.com

To: Joe NYC who wrote (151724)	12/8/2001 11:36:23 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Joe, The Big Dog on the porch has a lot more reasons to be careful about what they say. Everyone would rather sue a company with billions in cash than one with a small fraction of that. I've listened to a lot of CCs from both companies (have you?) and there is no comparison in content, tone, intent to be honest, you name it, between the two companies. AMD says whatever the f they want, without even thinking (sure we're on schedule for Palomino, yes 2001 is on track). Intel is very careful. In 2001, which company misled stockholders the most? Tony