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Technology Stocks : Intel Corporation (INTC)

INTC 34.20

-2.6%

12:46 PM EST

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To: Tony Viola who wrote (92379)	11/13/1999 11:37:00 PM
From: Jim McMannis	Read Replies (1) of 186894

RE:"jmac, AMD has pulled off some one at a time money making quarters recently. 4Q98 was the last one, I believe. After that, it was right back into the deep red."... Actually the situation in Q4 98 was similar to this quarter. AMD was ramping up the K6-2 and selling all they could make. Then the K6-2 was whipping the Celeron based on MHZ. Then Intel added a couple Celeron speed grades and dropped prices while AMD had production problems with a new core revision.... Of course there are are some major differences this time. Mainly in AMDs favor... Jim

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