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

To: wanna_bmw who wrote (153049)	12/23/2001 9:25:07 AM
From: Dan3	Respond to of 186894

Re: Just remember that for every market hole that AMD covers, like overseas markets, their other leading markets will weaken. AMD had a single leading market, US retail desktop sales. AMD made a lot of noise about that market, and Intel directed a lot of resources towards taking the market away. Intel focused a lot of its production capacity, marketing, and threat/promise "machine" to take that market back from AMD, and it clearly has worked for them. Intel may have had to sell its desktop processors at prices considerably lower than AMD's of the same MHZ, and at similar pricing for similar performance (very different from years past, and has undoubtedly put pressure on Intel margins) but it has enabled Intel to "buy back" US retail desktop market share. The question is, while Intel was focusing on US retail desktop sales, what has been happening in the less easily followed us VAR desktop sales market, the US retail mobile market, the European and Asian desktop retail markets, the European and Asian mobile markets, the European and Asian corporate markets, and the worldwide workstation/server markets? We won't find out until the companies release some hard numbers. It certainly is a chance to make a little money, since there is so much uncertainty about what has been going on that when the news does come out, it stands a good chance of moving the markets. It's been a strange quarter, during which we continue to see the US retail market flooded with high profile, heavily advertised P4s selling for less than the same mhz Athlon, at the same time there have been consistent reports from Taiwan that P4 spot prices are high due to too little supply/too much demand (you pick) and that P4 sales have been impacted because of it. Whenever hard news finally comes out, it will certainly be interesting to see.

To: wanna_bmw who wrote (153049)	12/23/2001 2:04:50 PM
From: milo_morai	Read Replies (7) \| Respond to of 186894

Boy are your glasses colored. Athlon still leads the pack and it's not even on 130nm yet. Lets not forget SOI. P4 isn't revolutionary as it took two steps back for one step forward. Hammer will arrive at the correct time. And lets not forget how well Itanic is doing. So Well in fact that DELL stopped using it and CPQ has yet to release it. As for UMC they should be able to produce allot of Duron's and mobile Duron's for AMD's ramp up. Go to Best Buy by the Airport and you'll see just how AMD dominates the Laptop section. M.