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Technology Stocks : Intel Corporation (INTC)

INTC 36.08

-3.2%

3:59 PM EST

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To: Jim McMannis who wrote (151400)	12/6/2001 6:22:52 PM
From: Road Walker	Read Replies (3) of 186894

Jim, re: If they include X-box chips You are like a bull dog, once you get a hold of something you never let go. You used to say X-Box chips sold for next to nothing, they were a loss for Intel. Now they are an excuse for AMD losing share. Droid logic, whatever happens is good for AMD, bad for Intel, by whatever convoluted analysis is required. The majority of those X chips shipped in Q3, not Q4. Q3 was the big inventory ramp, filling the retail shelves, now we get the sell-through reorders. Probably not materially significant for Intel, thus no analyst questions. There was a time when you were neutral and rational in your investment opinion of AMD and Intel. What made you start to take it so personally? Why did you vote Paul off the AMD thread? John

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