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


To: Robert Salasidis who wrote (153835)1/4/2002 11:08:07 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
No wonder they all believe that AMD will have 27% market share. It will probably be a harsh reality for them, come CC time.

>>It will only get worse when the Northwood's are available. Volumes will be up, speeds will be up, and yields at 2GHz will be up as well. A price drop in the 1.5-1.9GHz range will tehn be the nail in the coffin (at least for the next 9-12 months)


Almost sounds too good. What could screw it up? Two years ago, something could have, but I don't think so this time. AMD stock looks way overpriced.