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Technology Stocks : Intel Corporation (INTC)
INTC 34.72-2.3%3:59 PM EST
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To: Burt Masnick who wrote (89208)10/1/1999 2:40:00 PM
From: kash johal  Read Replies (2) of 186894
 
Burt,

Re:"Anthrax"

Well they are expected to ship between 200-400K Athlons this quarter.

And these were made available world-wide.

So its not unreasonable to assume 40% was for US.

So maybe only 120K pcs for US.

Thats pretty pitifull volumes.

Next quarter we should see 1M pcs.

It will be Q1 2000 before we see 2-4M Athlons.

As far as the stock price yes it has been pretty poor.

And so bad news is expected.

I suspect Q3 maybe terrible and if Athlon volumes get lowered due to MB/Taiwan related quakes.

There are many areas for AMD to screw up as well as its 0.18 ramp and dresden of course.

I have a feeling we may see 14-16's again on AMD.

So i would reccomend shorting the stock just like yousef has done.

regards,

kash
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