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

To: Alan Smithee who wrote (171229)	9/25/2002 9:24:52 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Alan, <I'm not sure I share your desire to see AMD fall> My desire is as a shareholder. As a consumer, I figure the price/performance ratios of processors are already so low (more bang for the buck) that improving upon it won't make one bit of a real-world difference anymore. People, including the AMD cheerleaders, bring up scary stories of "Return of the $1000 processor" if AMD goes away, but I doubt that's going to happen in reality. What will happen, IMO, is that ASPs will stop falling and maybe even rise a small amount over the next few years. By then, perhaps the Asian manufacturers will finally get their act together and become the next source of competition for Intel. Tenchusatsu