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Technology Stocks : Intel: Short Term Stock and Option Trading/Strategies
INTC 40.16-2.9%Oct 30 3:59 PM EDT

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To: Nancy who wrote (164)3/24/1997 5:10:00 PM
From: jim shiau   of 220
 
Nancy Ho,

As I know AMD will announce K6 on Apr-2, and I think everyone is in the mood of wait and see. If AMD's K6 is really good enough to compete with INTC's Pentium or Pro, then you can forsee INTC will cut both chip's price dramaticly to fight for the market share. I don't worry too much about CYRX (it is a toothless shark), but AMD is a heavy fighter, and it has factories. You better watch out this condition. I recommand you buy some box makers, such as CPQ, DELL, or GATE. When the CPU price war starts, the box makers will have higher margin and better profit.

Jim S.
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