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Technology Stocks : Intel Corporation (INTC)

INTC 36.38

-1.3%

Dec 22 3:59 PM EST

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To: Paul Engel who wrote (138711)	7/6/2001 10:11:56 AM
From: Mary Cluney	Read Replies (2) of 186894

Paul,<<<With Intel out-manufacturing AMD at every corner, AMD will be reporting NEGATIVE PROFITS - not ZERO profits.>>> Ashok Kumar on CNBC moments ago commenting on AMD: Desktop is commoditizing and show continued weakness where AMD lives and breathes with no footprint in the enterprise server market where there are signs of 2H recovery. Problems reported yesterday were specific to AMD where margins were collapsing. The market reaction to AMD is excessive. The market is probably not aware of AMD's historic MO where insiders are enriched at the expense of shareholders. Mary

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