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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (78563)	4/27/2002 9:14:22 PM
From: niceguy767	Respond to of 275872

Dan3: "Do you see Intel’s marketshare getting further eroded over the years? If yes, by how much… Yes, and substantially so, if the company cannot address its marketing and vendor relationship problems. As for how much Intel will fall to in terms of sheer numbers, that’s hard to say. But as marketshare declines, there’ll arise a need for staff and policy/strategy changes—these will be the determinant, either accelerating or mitigating the problem, depending on the change and the execution." Pretty much sums up the hurdles faced by INTC...Why would anyone hold INTC at current price level when INTC is capitalized at 8 times revenues and facing marketshare erosion when one can purchase AMD which is capitalized at 1.5 x revenues and looking at outstanding marketshare growth potential with its new Opteron???