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

To: SisterMaryElephant who wrote (156618)	1/23/2002 6:53:20 PM
From: wanna_bmw	Respond to of 186894

Steve, Re: "The link above shows Intel has 15.5% of the market, up from 13% the previous year, I believe. Clearly, Intel has lot's of room to grow. This data point (15.5% market share) is one of the most important pieces of information for anyone analyzing Intel's investment potential, yet it is often totally ignored, and not just by the AMDroids." Thanks for the info. Intel is not only gaining market share from their direct competitor, but they are also gaining overall semiconductor market share. You are right to point out that this is significant news - especially from an investor perspective. Intel's expansion investments have allowed them to take advantage of a downturn in the market, and it looks like their current spending should allow for an upward trend in market share. wbmw

To: SisterMaryElephant who wrote (156618)	1/23/2002 11:40:42 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Steve - Re: "Of course, there is no guarantee orders will come in, but Intel is making sure the capacity is there. That's good." Intel got burned in 1999 and 2000 because they cut back expansion in 1997 and 1998. NEVER AGAIN !! Paul

To: SisterMaryElephant who wrote (156618)	1/25/2002 8:10:37 AM
From: Road Walker	Respond to of 186894

Steve, re: Sure, I would categorize the PC market more of a mature market than a growth market I think PC semiconductors are still a growth market, but certainly not at the pace that we saw for the last decade. Mostly a cyclical replacement market now, but with a much larger base than in the past. I've always wanted to see research on a PC to employee ratio; is there one corporate PC for every 2 employee's, every 3 employee's? With unemployment going up at this time, it must have a real impact on corporate PC sales. re: but Intel is in the Semiconductor business... The link above shows Intel has 15.5% of the market, up from 13% the previous year, I believe. At the same time Intel's revenues and profit have shrunk. These may prove to be good businesses in the future, they are not contributing today. In fact they are hurting Intel's company performance. As with any company, expanding into a good business is good, expanding into a bad business isn't good. And I wonder if any of the new semi business will produce the 50%+ GM's that we get from PC/Server microprocessors. John