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Technology Stocks : Intel Corporation (INTC)
INTC 35.75+3.6%Nov 24 3:59 PM EST
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To: Paul Engel who wrote (87747)9/4/1999 2:52:00 PM
From: Charles R  Read Replies (1) of 186894
 
Paul,

<AMD has slipped by a full quarter...AND COUNTING.>

I expect it to be a full quarter by the time counting is over.

<And guess who is about to pass AMD in the High SPEED lane ?>

I am waiting - very patiently - Intel does have a sliver of a chance.

<With AMD's quarter slip (and counting) with AthLATE - and SEVERE, CONTINUAL declines in K6x ASPs, I think you know what to expect for AMD's Q3 LOSSes !>

Actually, I don't. My crystal ball says lower ASPs and higher volumes on K6s. But, I know very little about Taiwan where most of the low end activity seems to go on. Last quarter, you had the best input from that side. May be you can tell us what you see there and what your expectations for AMD this quarter are.

Chuck
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