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Technology Stocks : Intel Corporation (INTC)
INTC 37.24-2.8%Nov 6 3:59 PM EST

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To: Paul Engel who wrote (43252)12/27/1997 10:13:00 PM
From: Shahen Petrosian  Read Replies (1) of 186894
 
> Alas, the year is nearly over and AMD is below $17.75 per share and
> their market share is still below 10%.

Hi Paul,

Your comment sparked a question that I was hoping you'd have the
answer to. How does AMD's current market share of 10% compare to their
best market penetration in the past? I bought my first shares of
Intel during the 486 days and that's pretty much when I started
getting interested in AMD as a potential Intel news item. Are the
current price pressures between the two companies any different
than they were back in the 486 days?

Also, last quarter you had a pretty accurate forecast of the quarterly
report based on Intel's guidance at that time. Once the actual
report came out I was impressed by how close you got. Care to
do it again? I'm specially eager to hear your opinion on percentage
PII revenues as I think an impressive number there would be as
important as meeting the estimates.

Happy Holidays!
Shahen.
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