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Technology Stocks : Intel Corporation (INTC)
INTC 37.20+2.6%10:35 AM EST

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To: Dan3 who wrote (119120)11/24/2000 1:25:49 PM
From: Tony Viola  Read Replies (2) of 186894
 
I suppose AMD could ramp its .13 early and supply half the market starting in Q1 if they have indeed solved the polishing problem, in which case it might make sense for Intel to move quickly to P4 and give up 2/3's of its production volume, but I don't expect that to happen.

AMD, Yada yada yada, I just don't see that stock getting much following, don't know what you all get so excited about. They dropped Mustang, the chip all you guys said was going to fill all kinds of gaps. They delayed SMP again. Hammers way out to 2002. Where's any good news for AMD?

Tony
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