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

To: Yousef who wrote (169367)	8/13/2002 1:21:30 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

AMD is trying to position itself at the high-end (servers/workstations). I think that AMD just doesn't "comprehend" the fact that the foundry model will not support this business. INTC will have the technology advantage over the foundry model. I think AMD's strategy is to provide a low cost solution that scales well when you add more processors, therefore providing a compelling solution that doesn't require the bleeding edge process technology. If they don't succeed they're dead. EP