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

To: Paul Engel who wrote (160634)	2/28/2002 8:54:40 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: AMD's 1300 MHz Mobile Athlon has been out for almost two months - and no OEMs are using it. That's for the 25 watt chip. And it's a taste of what's to come for Intel as their 25 watt mobile P4 tries to compete with AMD's 15 watt SOI mobile Athlon. Notebook buyers see a huge difference between a 6.5 pound notebook and a sub 5 pound notebook. That difference has been working for Intel and against AMD - now the situation is being reversed. $1 Billion per quarter in very high ASP revenue is at stake - and much or all of that is going to be transferred from Intel to AMD.