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

To: Alan Smithee who wrote (171184)	9/24/2002 5:55:54 AM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

Alan this is Silicon INVESTOR so a little more discussion about the market and the price of the stock coupled with technical talk is the sum and substance of the thread. It doesn't matter if Pentium 4 can best AMD if they are both getting blown out of the water because of a lack of demand and/or poor financial market conditions. The depression is indeed becoming as irrational on the down side as it was on the upside and it applies as much to business execs as it does to the consumer and investor (probably more so). Balmer says things in Europe are tough (SO WHAT IS NEW) and the NAZ goes into a tail spin. JFD

To: Alan Smithee who wrote (171184)	9/24/2002 9:02:55 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: What the hll has happened on this thread* The Intel fanboys thought they had a chance of breaking away from commoditization with either Itanium or clockspeed. They had a brief moment of hope when AMD's Thoroughbred A didn't overclock. Then AMD sent out samples of Thoroughbred B, dashing hopes for a numbers race runaway for Intel. Regardless, buyers are less and less concerned about the last 10% in speed, putting a lot of pressure on Intel's segmentation strategy. It's looking like Itanium will stay a niche product, so there isn't much left to hope for in the Intel camp. To top it off, VIA now has a credible processor, so even if Intel wiped out AMD, it wouldn't bring back the good old days. Intel is just a solid, but way overpriced, stock, without any exciting new products in its roadmap - no 64-bit desktop, for example, that might stand a chance of bringing back some buyer excitement.