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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (46695)	4/4/2002 7:52:46 AM
From: Softechie	Read Replies (1) \| Respond to of 99280

So how much more market can Intel take away from 1 competitor? INTC Intel should see better margins, market share gains-- Pru (29.87) Prudential is positive on INTC due to improving margins and mkt share gains; co's new 2.4ghz P4 has a 10% smaller die size than previous P4s as a result of a successful optical shrink; smaller die size came sooner than expected and should have positive implications for gross margins going forward; also, firm believes that new products should allow INTC to gain share against AMD. Reiterates Buy rating and $44 price target.