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

To: Maverick who wrote (51738)	3/31/1998 7:49:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 186894

More on low end AMD/Intel marketshare from Dow Jones newswire: Dow Jones Newswires -- March 31, 1998 Advanced Micro's Share Of Sub-$1,000 PC Chip Mkt Up In Feb. By MARK BOSLET Dow Jones Newswires PALO ALTO -- Advanced Micro Devices Inc. (AMD) saw its share of the sub-$1,000 computer market grow dramatically in February, according to one market research firm. The struggling chip maker's new generation K6 microprocessor was inside 49% of the low cost machines sold at retail during the month, said PC Data Inc. of Reston, Va. That is up from 18.8% in January, the market researcher said. For the same period, Intel Corp.'s (INTC) share of the sub-$1,000 market in the U.S. sank from 65.5% in January to 44.8% in February, said PC Data analyst Stephen Baker. National Semiconductor Corp.'s (NSM) Cyrix Corp. unit also saw a decline. Cyrix chips were inside 15.7% of machines in January and 6.2% of machines in February, Baker said. Analysts caution that one month of data in this rapidly changing and still emerging consumer market might not point to long-term or sustainable trends. But Advanced Micro's apparently growing success against Intel is likely to give new hope to its strategy of creating an alternate source of supply to the chip giant. The sub-$1,000 market is the fastest growing segment of the consumer PC market and now makes up about 40% of overall consumer sales. Baker said Advanced Micro's success came because high-profile computer makers Compaq Computer Corp. (CPQ) and International Business Machines Corp. (IBM) now use K6 chips in several low-priced models. John

To: Maverick who wrote (51738)	4/2/1998 5:50:00 PM
From: Sam Salomon	Read Replies (2) \| Respond to of 186894

Paul and all, I have not seen any response to the issue raised in Maverick's mail, namely that Craig Barrett thinks that Intel's biggest issue is to focus on growth (did I miss a message?): 1. What chances for revenue growth do you see in calendar 1998? Driven mainly by which products/markets? 2. If growth should not materialize what is your prognosis for Intel's share price in calendar 1998? PS: Let me tell you that I read this thread for some time and do enjoy it very much.