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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: f.simons who wrote (113428)	10/13/2000 2:10:41 PM
From: Paul Engel	Read Replies (2) of 186894

Frank - Re: "It must be frustrating to be a Droid and see your stock down on a day when the NAS and Dow are both up 150." Couple that with Intel being UP over $3 today after being UP $1 3/4 yesterday and you've got AMDigestion ! Re: "There is record-breaking denial over on the muzzled thread about AMD's earnings report. The report was weak, and there are a lot of warning signs everywhere about AMD. Most of the people over there just refuse to see the problems. And they can't even use the old excuse that Intel has dragged AMD down the last two days." Realistically, AMD had a good quarter and presented a reasonalbe Q4 2000 scenario - but spelled out some real concerns (Dupalon chip sets, etc.). I think what may be the BIG NEGATIVE was the admitted (albeit LOK KEY) delay in AMD's Muskrat and their "DOGGONE-PONY" show - PaloPinto and deMorgan, etc. AMD's run of execellent execution right now seems confined just to the AthWiper - and Intel's upcoming Pentium 4 may BOX AMD out of the high end - while Intel's superb Celeron and Pentium III infrastructure (i810, i810E and i815E chip sets & MotherBoards) will squeeze AMD at the low and mid-range price points. Intel's screw ups have given AMD a golden opportunity - but now, AMD's screwups are negating those advantages - and AMD now has a big exposure to a more competitive Intel. Paul

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