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

To: James R. Barrett who wrote (74719)	2/27/1999 12:29:00 PM
From: exhon2004	Read Replies (1) \| Respond to of 186894

James: re <<Two years ago everybody laughed at AMD, now for the first time they have sold more CPU's in one month than INTC.>> You forgot to mention that this was in the retail market only. Intel still sells far more cpu's than amd. amd shareholders sure aren't laughing. Take a look at the following for a quick and dirty summary of what amd's success has done for the stock: techstocks.com Regards, Greg

To: James R. Barrett who wrote (74719)	2/27/1999 3:34:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

James - Re: " Two years ago everybody laughed at AMD, now for the first time they have sold more CPU's in one month than INTC." Are you this naive? AMD outsold Intel in U.S. Retail Stores for one month, a category that represents less than 20% of the total market. It does not include sales to ANY BUSINESSES, nor Dell sales, nor Gateway SALES, NOR Micron sales, NOR sales OUTSIDE the United States, nor Servers Sales Nor Workstation Sales, NOR Sales through Screwdriver/White Box shops. Intel IS DOING something to AMD - AMD just announced they will be LOSING MONEY THIS QUARTER - AGAIN ! Intel's Celeron was the guts of the BEST SELLING PC (HP 4450) sited in that PC DATA article and that machine was only introduced on Jan. 4. AMD has also been forced to JACK-UP their voltage specs and sell OVERCLOCKED CPUs in an attempt to compete with Intel's technology. Paul

To: James R. Barrett who wrote (74719)	2/27/1999 3:36:00 PM
From: Paul Engel	Respond to of 186894

James - Re: " Why would a department manager spend money on P-III computers if the only applications his employees work with are Word and Excel?" Good point. In which case he wouldn't buy AMD or any PCs if his people already have 386 or 486 PCs. Paul

To: James R. Barrett who wrote (74719)	2/27/1999 3:38:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

James - Re: " Do YOU think a P-III would make you more efficient in your work? " Yes - it sure will. I do a lot of graphics work and I run 5 or 6 programs concurrently. Sometimes MORE. Don't you? Paul

To: James R. Barrett who wrote (74719)	2/27/1999 3:56:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

James, <The market for high end CPUs is shrinking while the low end is expanding at a high rate. > The infrastructure for the Internet, not to mention all the intRAnets developing in the corporate world and other global networks, are built on high end CPU's. Are you suggesting that this market is shrinking?? Furthermore, the more cheap pc's sold, the more high end CPU's are needed to support the networks which connect these "cheap" pc's. Do you really think that the servers which people use for on-line trading, on-line banking, on-line research, on-line entertainment, e-mail, e-commerce, etc. are $1000 PC's? E-commerce is exploding and will change all of our lives in ways you can hardly imagine right now. The engines for e-commerce will not be low-end CPU's. This notion that the high end CPU market is shrinking is extremely naive and directly contradicts what Intel has said in their last several conference calls; namely, that for Intel it is the high end and mobile sectors of their business which are growing the fastest. Re: All of your questions asking who needs a P-III I have heard all these exact same arguements during virtually every chip transition since the 8086 was announced. When the 386's were mainstream....everyone doubted the need for a 486. When the 486's where maintstream....the Pentium was considered extreme overkill. The failure of the PII was widely predicted by the pundits who said no-one would ever need more than a Pentium or Pentium MMX. I guess some people will simply never ever learn. Simply put, they will always have limited forward looking vision. Good luck, FF

To: James R. Barrett who wrote (74719)	2/28/1999 6:42:00 PM
From: nihil	Respond to of 186894

Why would a department manager spend money on an AMD K-6? if all his people do is Word and Excel. One can buy a beauty Compaq three years old (P90) for $50 or so. I've got a number we can negotiate on. So does everyone else. But we just bought three top PII's because a data base we use sometimes won't let us log in without modern parts. Who know or cares why? (Oh, by the way (to save postage), I thought your birthday note to Christine on Feelies was really gross and quite inaccurate. You are a young man, I assume.)