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Technology Stocks : Intel Corporation (INTC)

INTC 34.72

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3:59 PM EST

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To: Burt Masnick who wrote (89208)	10/1/1999 10:47:00 AM
From: Dan3	Read Replies (1) of 186894

Re: to the general public, it's invisible... AMD made it clear that by the end of this quarter, no more than a couple of hundred thousand Athlons would have been produced. Given that they are more highly regarded in Europe and Asia than in the US, they seem to have elected to launch more solidly in those areas and nail down some market share - easier to do in smaller markets when your initial volume is small. So, to date, the number of processors made available in the US market can't total more than 10s of thousands. No need to advertise at this point. AMD is probably husbanding it's limited resources for the day when Coppermine is released. Until that time, they have begun to repair their badly damaged balance sheet, and are ramping up for a Q4 push - how strong a push they'll be able to make, we just have to wait and see - but every week that goes by gives them more time to gather strength. Dan

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