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Technology Stocks : Intel Corporation (INTC)
INTC 35.94-5.1%3:59 PM EST
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To: Mary Cluney who wrote (94279)12/18/1999 10:41:00 PM
From: Paul Engel  Read Replies (3) of 186894
 
Mary - Re: " Haven't we learned anything from what AMD has been teaching us over the years?"

AMD has been very successful - IN GETTING THEIR STOCK UP with HYPE.

Where AMD has failed is in delivering - rather, FAILING to deliver - on their promises.

Intel is just shifting their product announcement strategy - announcing new products at the BEGINNING of their production ramp - as opposed to WELL INTO the production ramp.

Intel COULD suffer the AMD-BURST-BALLOON fate should they NOT be able to deliver the "announced" products.

However, I have a VERY GOOD REASON to believe that Intel CAN DELIVER 800 MHz Coppermines - and they will.

So this is not creating a false perception - this is stating that Intel CAN MAKE 800 MHz devices, that they are beginning to make these devices and deliver them to customers and that over time they will reach very high volumes of 800 MHz devices.

Without a pre-emptive strategy, Intel's customers may be sitting around with AMD's marketing folks telling them all the great and wonderful things that the "new AMD" can deliver, and take away "sockets" (business) from Intel.

And that is NO GOOD for Intel or its stockholders.

Once again, Intel is starting to play by AMD's rules - instead of operating with one "manufacturing arm" tied behind its back.

Paul
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