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

To: Dan3 who wrote (165306)	5/21/2002 7:42:06 PM
From: Tenchusatsu	Respond to of 186894

Dan, <I think that AMD is right that 64-bits will be able to demand a better *retail* price than 25% higher clock.> I see you've already given up on AMD's chances in the corporate market ... ;-) Tenchusatsu

To: Dan3 who wrote (165306)	5/21/2002 10:45:18 PM
From: milo_morai	Respond to of 186894

boards.fool.com

To: Dan3 who wrote (165306)	5/22/2002 4:17:25 PM
From: Joey Smith	Respond to of 186894

re:If AMD does well, the stock could go up 10 X. You, like all AMDites, are making the fatal mistake that somehow Intel will stand still & not respond to any threat by AMD. For example, when there is a recovery, Intel will not be left capacity constrained (unlike last recovery) allowing AMD to gain share. The gravy train is over for AMD, & any gains now on Intel will have to be hard-earned. We'll see how good Ruiz is as a manager & leader. My guess is they'll be calling for his head as soon as the 1st sign of trouble becomes public. Joey