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

To: Amy J who wrote (172560)	1/21/2003 11:38:50 AM
From: fingolfen	Read Replies (2) \| Respond to of 186894

AMD bugs me lately - I'm concerned they may go out of the mp business in say 4 quarters if they continue to experience the kind of losses they had last quarter. If AMD exits the mp business, wouldn't that increase Intel's concerns over FTC? And to think I moved some money into INTC from MS several years ago because of the looming antitrust issues. I honestly don't think so. It's not illegal to drive the competition out of a market by executing well and providing a product that meets the needs of the majority of consumers. From what I've read, AMD's MP support has been spotty at best. They're desperately trying to make it into that space, but they don't have experience there, whereas Intel has, what, a decade of experience? Does massive validation of platforms? etc. The market was more than willing to give AMD a try, but it's up to AMD to execute to truly enter that market.

To: Amy J who wrote (172560)	1/21/2003 12:22:22 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 186894

Intel Operating Chief Otellini Files To Sell 900,000 Shares Tuesday January 21, 12:07 pm ET WASHINGTON -(Dow Jones)- Intel Corp. (NasdaqNM:INTC - News) President and Chief Operating Officer Paul Otellini filed to sell 900,000 shares of the company's common stock, according to a Form 144 released Tuesday by the Securities and Exchange Commission. Otellini listed Jan. 16 as the approximate date of sale for the shares, which he valued at $16 million. The broker is PaineWebber Inc., according to the filing. Shares of Intel recently traded at $16.30, down 4 cents or 0.2%. A Form 144 indicates an intention to sell restricted stock, but it isn't a commitment to do so

To: Amy J who wrote (172560)	1/21/2003 2:13:27 PM
From: Saturn V	Respond to of 186894

Hi Amy, Good to see you back ! Ref < AMD bugs me lately - I'm concerned they may go out of the mp business ..... If AMD exits the mp business, wouldn't that increase Intel's concerns over FTC? And to think I moved some money into INTC from MS several years ago because of the looming antitrust issues. > Yes if AMD continues on its present trend it may face bankruptcy. But it will always be bought out. Obviously Intel cannot buy out AMD! But someone like TI or Samsung could always pick up AMD. I will be surprised if TI has not make an offer for AMD already. AMD has a competitive Flash Technology, which TI needs right now to ward off the looming threat posed by Intel's Manitoba chip ( single chip 2.5G cell phone chip with integrated Flash, Signal Processing and XScale processor) for TI's bread and butter cell phone chip business. Samsung is also doing well and the AMD product line would make a good complementary fit. And there are several people who see a significant value in the long shot prospect of x86-64. The only question is who will be willing to pay the huge cost of keeping that prospect alive ? AMD will not vanish but may get acquired and dismembered, unless it improves its financial situation.

To: Amy J who wrote (172560)	1/21/2003 11:23:28 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: If AMD exits the mp business, wouldn't that increase Intel's concerns over FTC? If AMD gets into serious financial trouble, IBM is the most likely candidate to take over the company. AMD and IBM are now jointly developing the next generation process for AMD's and IBM's chips, and IBM may be start acting as a foundry or second source for AMD's hammer. A number of AMD process engineers have already moved to IBM's Semiconductor Research and Development Center in East Fishkill, New York. If IBM buys AMD, Intel's FTC worries would be over.