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Technology Stocks : Intel Corporation (INTC)
INTC 35.81+0.2%Nov 25 3:59 PM EST

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To: Charles R who wrote (85897)7/17/1999 4:17:00 PM
From: Gerald Walls  Read Replies (1) of 186894
 
Without contribution form Wilamette, Intel has a tough road ahead for the next year or so. K7 is doing serious kickbutt in benchmarks even with 1/2 speed cache and without the optimization for the new instructions. SSE doesn't help too much because the game guys who are very familiar with SSE are saying that PIII with SSE is no match for Athlon.

Fine. AMD's pretty cheap right now and Intel's ran up in price. Short the hell out of Intel and buy the hell out of AMD. Go out on full margin. Better yet, mortgage your house, max out your credit cards and buy options. I'm sure the K7 will be every bit as successful as all the Intel killers from the K5 through the KVI-3 have been. After AMD puts Intel under then you can come back here and laugh, laugh, laugh.

After all, since past performance doesn't guarantee future results I'm sure that no one in his right mind would ever expect a company that has performed well in the past to continue to perform well and one that has performed like sh|t to continue to perform like sh|t. I'm sure that any day now AMD will be able to make a billion chips and Intel won't be able to make any.
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