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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST
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To: Tony Viola who wrote (86600)8/4/1999 2:43:00 PM
From: Burt Masnick  Read Replies (1) of 186894
 
A tad puzzled by AMD's stock price action the last few weeks. They are on the brink of announcing at least 600 MHz Athlons with benchmarks that will say that they outperform Pentium III clock-for-clock. They are opening a new Fab in Dresden partially but significantly funded by the German Government. They will have at least a few tier one boxmakers in their corner with the Athlon. Introduction of a new .18 process and then a copper process. Booming PC sales. If I read the tea leaves correctly Athlon based boxes should be available for end-users next week. Announced prices look like 10 times their current ASP on K6 (probably in the low 50s right now). Engineers at the boxmakers should have designed and tested the first models and seen the performance delivered. So why isn't the stock price movin' on up?

I understand that they have a heavy load. Prior poor quarters. Stockholder suits. Public awareness of overhang of K6 inventory that gives whip hand to boxmakers in price negotiations. In-your-face battle with Intel for boxmaker sockets.

I thought that the buzz over the new chips and new fab would zip the stock into the low 20s. Instead it is very slowly eroding on modest volume. I guess time will tell if there's something not on the table publicly today or if the market is just plain wrong. Presumably the stock market looks 6 months out.

Burt
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