Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 48.26

-0.7%

Feb 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ibexx who wrote (14638)	3/18/1997 8:30:00 PM
From: AK2004	of 186894

Ibexx thank you again for the source. I have listened to the full recording and it sounded that those guys are fairly positive about amd. They said that amd and cyrx are unlikely to take more than 20% of the market this year. That might allow intel to maintain margins for this year. Next year on another hand amd might be able to capture 30% given that everything would go right. From what I have heard H&Q are in agreement with amd management at this point. On 1st call, if I remember correcly, H&Q stated that amd at this point is fully priced and they would not recomend buy at this point. But they would upgrade amd on farther developmens. I did not hear any indications that k6 does not have have any advantages over pII. Please correct me if I missed or misinterpreted something Regards -Albert

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next