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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

+2.3%

Nov 19 3:59 PM EST

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To: Jim McMannis who wrote (86760)	8/11/1999 6:11:00 PM
From: Tenchusatsu	Read Replies (1) of 186894

<Then again, Intel threw away a bunch of money in Q4-98/Q1-99 when they reacted to the K6-2 while AMD simultaneously had serious production problems with the CXT core.> Uh, not even Intel knew that AMD would be tripping over their own shoelaces, first with the CXT core, then with the "produce 'em but can't sell 'em" fiasco. Remember how margins for the first half of this year were slightly higher than Intel originally thought? I think it's in Intel's nature to assume the worst-case scenario when it comes to competition like AMD and Athlon. <September is probably right for any volume of Athlon boxes but they are here and they are real> Given AMD's past track record, I think the September availability of Athlon systems is pretty good. The next hurdle, like I said before, is reaching the one million mark in Q4. Then the final hurdle is the Dresden fab ramp-up. Once that final hurdle has been cleared, AMD will have carved out their fair share of the pie. Not surprisingly, a few people on the AMD thread are talking like they've already won. Wall Street, however, recognizes that AMD has two more hurdles to go in this "tri-Athlon." Tenchusatsu

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