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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST

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To: Tony Viola who wrote (102546)4/18/2000 7:24:00 PM
From: Pravin Kamdar  Read Replies (2) of 186894
 
Tony,

One more quarter for AMD to dance and then slam the door.

I agree. After one more quarter, AMD will be in volume production of 1.25 Ghz Thunderbirds and 700 Mhz Spitfires. AMD will be kicking Intel off the dance floor and shutting the door behind them - trying not to let it hit them on their way out!

Even you must have heard the tone of the CC. Intel is in big trouble. Fortunately, demand is high for Intel's non-capacity constrained competitor.

Cheers,
Pravin.
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