INTEL SUPPORT GROUP - the sky is falling!!!! Message Board

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Technology Stocks : INTEL SUPPORT GROUP - the sky is falling!!!!

INTC 36.86

+1.7%

3:59 PM EST

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To: Yaacov who wrote (180)	3/26/1997 4:22:00 PM
From: AK2004	of 248

Yaacov Please, do not misunderstand me - I stay away from giving any advice. I just post my opinions. Today a lot of companies confirmed their buy on intel which drove the prices up. Amds (my choice) return was similar to intels. But looking at general market optimism today I can not say that those gains mean a lot for niether of the companies. On april 2 amd will release k6 designes which is acording to published sources(on amd thread) would include such companies as hp, compaq. acer, and ast. Reggie also mentioned that he saw possibly k6 nec notebook in a store. If those designes are indeed the amd wins then the only thing is the production capabilities which were expected to reach 30M chips per year rate by the end of the year. Let say if amd would manage to release 5M chips that year that would be 5M less chips for intel with the total value of about 0.7B. If amd would produce 30M chips next year that would be over 4B less price reduction adjustments. This is substential hit in revenue. Intel is unlikely to just observe the decreasing profit margins and any action on intes side would cost intel more than they would loose in just revenue reduction. My opinion is that intel is overpriced. Companies like Goldman Sachs who are maintaining their rating on intel as "global recomended" stated that in their opinion amd would have very little impact on intels earnings in very near term. But for very near term that was obvious. (amd is on goldman sachs recomended list). Todays market activity was not that optimistic since block money cash flow was positive but very small for intel. Institutions sold a lot of intel holdings and they are not buying back. I am very bullish on amd and hold amd stocks and options Regards -Albert ps this is not an advice of any sort - just an opinion

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