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

To: NITT who wrote (167372)	7/3/2002 12:44:32 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:"If the market turns up near term, Intel wins big because they have the products and capacity in place. They will be able to manage ASP by managing the mix of products they make available to the customers... box makers will choose to take a few more faster CPUs if Intel says that's what's available... and no AMD to threaten with!!!" Sure, Intel is the better bet right now...but... "If" and when?

To: NITT who wrote (167372)	7/3/2002 1:57:33 PM
From: Noel	Respond to of 186894

NITT, Why Intel is a buy. Very good analysis! Finally, someone who sees the light.

To: NITT who wrote (167372)	7/3/2002 2:05:42 PM
From: Noel	Read Replies (1) \| Respond to of 186894

NITT, Re: Why Intel is a buy. Good analysis! Finally, someone who sees the light. I am not say that things are going to turn out exactly the way you are describing. However, I see little weight on this forum for your point of view. Intel is in the semiconductor business. X86 CPUs are products that enable the large capital investments required for next-generation fabs. Vertically integrated design houses that own fabs stand to reap huge profits because of the synergies between process and design for processes 130 nm and below.

To: NITT who wrote (167372)	7/3/2002 2:42:38 PM
From: Joey Smith	Read Replies (2) \| Respond to of 186894

NITT, good post. Another point is that AMD's current financial condition (life support, imo) is hurting its chances of ever getting Hammer accepted in thr market place. If I'm a CEO & I 've got to allocate scarce resources on either the AMD or Intel 64 bit platform, there is NO WAY I would even consider AMD. Intel has the customer base & is not going away, while AMD will be bleeding money for the foreseable future. Any ISV writing programs for Hammer that may not be usable on Intel platforms has got to be nuts. Joey