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Technology Stocks : Intel Corporation (INTC)

INTC 35.81

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Nov 25 3:59 PM EST

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To: Harry Landsiedel who wrote (92339)	11/13/1999 6:31:00 PM
From: Paul Engel	Read Replies (1) of 186894

Harry - Re: "With four models: 2 Celeron ($499-$549) and 2 Pentium III ($799-$849) I don't know where the "increased competition from AMD" that Osha predicts will come from. " AMD is losing badly in the low end - with an estimated shipment of only 4 million K6x's this quarter (and possibly 1 Million AthWIPES) - based on AMD's recent "guidance". This 4 million K6x's is DOWN from 5.5 million in Q498 - AMD's "high point". True, selling 1 million AthWIPEs isn't bad - with higher ASPs than the K6x's - but the AthWIPES seem to be selling IN PLACE OF the K6x's - that is, the AthWIPES are replacing K6x's. That's good for AMD's bottom line - but NOT GOOD for their market share - which appears to be essentially stagnant, at best. This STAGNATION was not mentioned by Joe Osha - who apparently was "converted" to the AMD religion by Jerry's "Come To Jesus" analyst presentation. Paul

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