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 36.61

-3.4%

10:37 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Process Boy who wrote (85359)	7/12/1999 10:45:00 PM
From: Cirruslvr	Read Replies (1) of 186894

PB - RE: "<On the other hand, Needham & Company analyst Tad LaFountain says that competition from AMD could be heating up. AMD's new K-7 chip, which will begin shipping next month, will be faster than any of Intel's chips and could create "real problems" for Intel, LaFountain says.> Our gloomy thread mate (he posts on the AMD thread in fits and spurts) said exactly the same thing about the K6, I believe. I suppose the K6 could have been considered to pose "real problems", but the K6 "problem" has apparently been effectively addressed." Tad is just commenting on the Athlon's "potential". Even Paul and Elmer see it. Actually, I believe even Intel sees it. According to the German magazine C't, Intel will lower PIII prices similar to the Athlon's price (or something along those lines). I don't think that makes any sense right now because it will be in such low quantities, but that magazine is a reputable one. Do you see the Athlon's "potential", or have you already discounted it? Disclaimer: I know "potential" doesn't = profits.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next