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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

+2.3%

Nov 19 3:59 PM EST

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To: Road Walker who wrote (92495)	11/15/1999 2:12:00 PM
From: kash johal	Read Replies (1) of 186894

John, Re:"It's amazing how quickly things change. A week ago most would have said that AMD couldn't execute their way out of a paper bag; that Intel was a master at executing their manufacturing and marketing plan. In the meantime we've had a few comments by Mr. Sanders and a few comments by ML's Mr. Osha. Now everything has changed. This must certainly be one of the "inflection points" Mr. Grove wrote about." Maybe, I am not sure things have changed that much. AMD has been executing better - there is no issue on this. Intel has been executing poorly - the latest is the Cumine/Rambus fiasco. If Intel pours on the afterburners this recent set of cockups will be history. But should they continue to have 0.18 delivery problems coupled with high Rambus prices then I see a real problem. In addition if willamate shows up in Q3-Q4 next year this may pose AMD severe problems. However if Willamette gets delayed another 6 months into Q2 2001 for volumes then AMD gets a real chance to make trouble for intel. regards, Kash

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