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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Kevin K. Spurway who wrote (37984)	10/2/1998 11:14:00 PM
From: Yousef	Respond to of 1572629

Kevin, Re: "Give us a break ... People have short memories, after all:" I guess this includes you as well, Kevin --> 10/24/97 to 10/2/98: Intel @ $83.88 +5% AMD @ $18.75 -28% techstocks.com "double ouch" <ggg> Make It So, Yousef

To: Kevin K. Spurway who wrote (37984)	10/2/1998 11:16:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 1572629

Kevin, >>>Re: "nobody will trust AMD chips for any mission critical applications. Give us a break." Intel retail PC share, 8/97: 84.3% Intel retail PC share, 8/98: 54.3% Retail = NOT mission critical. The computers AMD, and lower cost Intel chips go into are called "toys" by some. OTOH, servers are not quite big iron, but they're getting there. Let's see how many of the HPs, IBMs, Dells, Unisys', Compaqs, Fujitsus, Bulls, Sequents, etc. the K7 gets into as a serious server chip by next March. My money is on zilch. Tony

To: Kevin K. Spurway who wrote (37984)	10/3/1998 4:07:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 1572629

Kevin, one thing about those August retail numbers, they do NOT include sales from direct retailers like Dell and Gateway, who are argueably the fastest growing PC retailers. Therefore, the 54+% number underestimates Intel's dominance in the retail market. Also, US retail sales account for maybe 10% of Intel's total revenues and I think they're more than making up for any decline with growth in other areas. Look for a STRONG 4Q forecast from Intel and the stock price back in the 90s very shortly thereafter. joey