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

To: AK2004 who wrote (153538)	1/2/2002 6:06:00 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

albert, Re: "no need to mention q4, of course, :-))" I did mention Q4 earlier. I was saying that if AMD gains MSS this past quarter, it was because of a larger market, with high demand that Intel couldn't satisfy completely. I was talking about Q1 becoming more like Q2 or Q3 because in those quarters, the market was very tight, and Intel's CPUs were becoming more competitive. AMD tried to drop prices, but they couldn't drop them far enough to gain market share. They were only able to maintain what they had. Now, AMD has the more competitive Athlon XP, a confusing and misleading model number scheme that gains credibility due to a less efficient Willamette core, and a market with room to embrace their new products. Q1 will change, both because of Northwood, and because of a smaller market that Intel can satisfy due to more capacity. Thus, any gains by AMD now will probably be lost later. I expect AMD's MSS at the end of Q1 to be 20-22%. Re: "I agree that the 1st half would be tough to maintain. Athlon is on it's way to become a low end desktop by '03 while p4 is is intel's top of the line." It still depends on many things, but I agree with you here. wbmw