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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Paul Engel who wrote (45609)	1/15/1998 2:12:00 AM
From: Barry Grossman	Read Replies (1) of 186894

Paul and thread, It looks like at least one AMD stockholder is giving up! exchange2000.com Subject: AMD:News, Press Releases and Information Only! To: Investor A (3763 ) From: Pravin Kamdar Tuesday, Jan 13 1998 10:38PM EST Reply # 3768 of 3837 All, After listening to the conference call, I am no longer long on AMD. This is what I heard: * Yield problems still not solved. * Q1 to be their most challenging quarter, due to transition to 0.25u. * Capital expenditures in the next few quarters will deplete all cash reserves. * Do not know if more than 1.5 million K6 chips will be produced in Q1. * Do not know if volume and yields will ever be high enough to make a profit.Paul *Combine this with Intel's flawless execution* and their ability to put further pricing pressure on AMD, and I am starting to question AMD's ability to survive. Their entire non-K6 business is only operating at break-even. We have all been hearing that AMD has "bet-the-farm" on the K6. It now occurs to me that they really have. Without a smooth transition to 0.25u and great market acceptance of the K6 3D, this company could be history.** Pravin. ------------------------------------- !!!!!!! Barry The replay number is 800 633-8284, code 3376415

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