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

To: Sarmad Y. Hermiz who wrote (184025)	4/10/2006 12:05:30 PM
From: TimF	Read Replies (2) \| Respond to of 186894

dominance or lack thereof will not be driving the stock price. That will depend on profits And dominance or lack thereof helps drive profits. When Intel was dominant it had an easier time making profits while AMD often had losses. My bet is that AMD's great success was inflated due to a fluke that capitalized on short-run Intel mis-planning Apparently there was a planning problem with Intel having a chip set shortage, but I don't think that explains the majority of the change. AMD was more competitive before any chip set shortage and I don't think any such shortage would have created a competitive disadvantage that lasted as long as Intel's current problems. The notion that Intel has poor utilization and yield just does not make sense from what I've been reading. I'm not claiming that they do have poor utilization or yield (nor am I claiming that they do not) But the confirmation of its validity should be that the market share of Intel will have its low point in q1, and it will increase throughout the year. Well I guess we will find out how the market share battle goes. One thing, if Intel grows market share, but the growth isn't large, and its at the cost of lower ASPs and profits, I don't think it would show that your belief that Intel's problems "already ended and reversed" would be correct. Esp. if AMDs ASPs do not shrink or do not shrink as much as Intel's. Tim