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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (14894)	5/10/2005 1:27:24 PM
From: Big Bucks	Read Replies (2) \| Respond to of 25522

Brian, I believe that if you look at all of the various product lines and the sheer quantity of chips that INTC produces you will better understand the correlation. At one point CPU's and Co-processors were probably 95% of Intel's manufacturing focus and they had nearly non-existant competition while controlling 90%+ of their market niche. Now they have multiple profitable product lines and many more factories with products like NAND, wireless, etc., and competitors are slowly nibbling away at INTC's market share in all areas with comparable and less expensive products. The point being that INTC is no longer totally dependent on a limited product mix.