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Technology Stocks : Intel Corporation (INTC)
INTC 41.19-3.3%1:23 PM EST
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To: Richard F Hanover who wrote (25813)7/8/1997 8:21:00 PM
From: Ibexx   of 186894
 
Richard,

Re. If AMD's problems are supply problems, Intel should benefit. Also, I would not expect a tier 1 to use AMD anytime soon.

If AMD's problems are demand problems, Intel will take a hit.


Thanks for your post. It was an extremely insightful analysis.

Regards,
Ibexx
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