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

To: Joe NYC who wrote (151755)	12/8/2001 6:13:53 PM
From: Road Walker	Respond to of 186894

Joe, re: Q4 is going to be well below Q4 2000, which itself was a disappointment, vs. expectations from demand point of view. In dollars or units, or both? I think you might be surprised at units. None the less, YOY the market has contracted, sequentially the market is expanding. If you need to argue about that, there is no discussion. re: My "theroy" is simply what Intel says... "LOL". You would rather believe the AMD fantasy thread? The truth is that Intel has a much higher than average level of integrity. I would say much higher than AMD. re: How is it different from what I said here: Not much, and not much different that what Intel says (nice to see that you also agree with them). The difference is in the implied motivation. Intel is trying to drive performance, you don't do that by standing still, making more of the same processor at lower and lower cost. That would certainly turn Intel processors into a commodity, not what you would want as an investor. I suppose you think they should have stopped pushing performance at the P2, or maybe the 486. John