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Technology Stocks : Intel Corporation (INTC)
INTC 34.91+1.7%3:00 PM EST
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To: TRCM who wrote (86707)8/9/1999 11:50:00 AM
From: herb will  Read Replies (2) of 186894
 
TRCM, Here is my take re the CNBC interview.

Re: Stock Price: Sanders said that AMD had 2/3 share of the portable retail market and 40% of the desktop but the stock is languishing because of the price war with Intel. When revs grow with the Athlon, profits will follow.

Re: Future Stock Price: Sanders said that the 650MHZ Athlon is the worlds fastest pc processor and will bring competition across the processor spectrum and it would be disastrous for Intel to lower prices at the higher end and so he believes that AMD will get fair prices.

Re: Future Intel products: Sanders said that the Pentium is 1995 architecture and now AMD has superior clock for clock architecture with the Athlon.

Re: AMD's ability to produce 1 million chips in Q4: Sanders said that what they have previously said was that they would cross the 1 million mark in Q4, not produce 1 million chips in Q4. He said that they could produce 1 million units in Q4 but he questioned the marketability of them.

RE: Support for Athlon: Sanders said that the Athlon will go to 700MHZ in the next quarter and to 1GHZ next year and that motherboard people recognized that the Athlon's bus is superior and are working with AMD. The Athlon will be accepted and he pointed out that both Compaq and IBM are already committed, including at the high end.

Re: Intel Inside: Sanders said that AMD has shipped 100 million chips that are MS compatible and has passed all MS standards. Intel spends a billion a year just to promote a myth. He said that AMD needs to penetrate the commercial market and he said that there is no question that it would be a tough road.

The above were all of the salient points as far as I am concerned. There may be errors in my interpretation in what he said but I don't think so.

Herb
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