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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST

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To: Amy J who wrote (137611)6/19/2001 7:14:42 PM
From: AK2004  Read Replies (4) of 186894
 
Amy
I think you missed Osha's (ML) remarks. He said that amd would sell 1 mill processors less than expected. That was the bad news for amd. The bad news for intel is that amd is gaining market share which implies that the effect on intel is worse than 1/7 of intel's unit volume. To make thing worse it seems that intel is stuffing the channels so it is buying current earnings at the expense of the future - not a good strategy for shareholders but management would get their bonuses.
Regards
-Albert
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