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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Fred Fahmy who wrote (98351)2/6/2000 6:34:00 PM
From: kash johal  Read Replies (1) of 186894
 
Fred,

re:"author is on target"

Geez fred brilliant analysis.

Do you think the guy is a tad biased in his analysis.

He does not find credible that AMD can ramp the speeds on AThlon any time they want to trump Intel. Even though AMD's management has basically stated this.

But its fine to not give AMD's management the benefit of the doubt.

But then this guy states that Intel can release willamette any time they want to. Intels management has clearly stated a 2H 2000 launch for willamette.

In this case the author shows his complete and utter ineptitude.

And it doesn't surprise me that you with your analytical brain would agree with him.

BRAVO!!!

regards,

Kash
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