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Technology Stocks : Intel Corporation (INTC)
INTC 40.03-1.3%Dec 1 3:59 PM EST

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To: Road Walker who wrote (102498)4/18/2000 1:29:00 PM
From: Tenchusatsu  Read Replies (6) of 186894
 
JF, <ML's Osha is still cautious, worried about a price war, at least the last time I heard.>

Didn't that guy just upgrade AMD, despite his fears of a price war?

<Haven't seen Tench or PB on the thread lately.>

PB's a manager now, and he's made a personal decision to stop posting on a regular basis. He told me he might revisit the threads on occasion.

By the way, he's still feeding me inside info on manufacturing. You know AMD's volumes of 10K Athlons at one gigahertz? That was nothing compared to how many gigahertz Coppermines (a.k.a. Gigamines) Intel shipped. That's all for now. (Still can't explain why the GHz Athlon seems to have more visibility in the channel, though.)

Tenchusatsu
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