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

To: kapkan4u who wrote (167944)	7/11/2002 3:15:23 AM
From: Tenchusatsu	Respond to of 186894

Kap, <I didn't understand.> Go talk to the 'Droids on the Mod thread. You'll understand. Tenchusatsu

To: kapkan4u who wrote (167944)	7/11/2002 11:04:56 AM
From: fingolfen	Respond to of 186894

I didn't understand. INTC is being mauled by the bear, while all you can think about is the AMD fly buzzing over the gaping wounds. Every stock is "getting mauled by the bear" with only a few bright spots. The only thing that is going to turn around the bear market is a change in the conditions of the markets Intel sells to. Changes to the market that would result in an upside for Intel stock include: 1) Increase of demand in Intel's core areas; 2) Intel breaking into new markets with high growth/profit potential; 3) A relative weakening of Intel's competitors. I have no clue with #1 will happen. As to #2, Intel hopes that Itanium will break Intel into that last 10% of the server market that represents 60% of the revenue. Intel is also well placed to take advantage of any uptick in communications (a capability developed only in this downturn), but that is tied to #1 above. As for #3, if AMD can't get to 300mm SOI, that represents a "relative weakening".