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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Paul Engel who wrote (84865)	7/3/1999 10:49:00 PM
From: grok	Read Replies (2) of 186894

RE: <A month ago you were laughing your butt off at the K7 and now you have become a WIDE-EYED TRUE BELIEVER.> A lot has happened in that month: * June 10: Dirk gives very confident and positive presentation including relative benchmarks showing K7 beating Intel's current best. * June 17: Intel announces the delay of their future best, Coppermine. * June 23: AMD announces K7 and projects 10Ks in Q2, 100Ks in Q3, and 1M cum in Q4. In fact, a lot happened in two weeks. K7 is still on the schedule announced last Oct. Intel appears over extended and is slipping almost everything. IBM has demo'd a K7 Aptiva and it is likely that some OEMs will be announcing and shipping K7 products by August or September. It looks like K7 will ship in the world's fastest PCs from Aug/Sept until at least January when maybe Coppermine will challenge it in benchmarks. The above paragraph does not take 0.18u or Dresden into account. If either of those come on it will add upside. But it looks like just 0.25u K7s from the Texas fab will take a bite out of Intel's high profit segment and it won't require any miracles of AMD performance since they seem to have 0.25 yielding well now. Also, I don't see anything that Intel can do about the situation between now and January. Best regards, K7Nerd

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