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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

Nov 13 3:59 PM EST

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To: kolo55 who wrote (55696)	5/17/1998 5:42:00 PM
From: Paul Engel	Read Replies (3) of 186894

Paul - Re: " They have lined up enough fab capacity to take 20 points off Intel's unit market share by mid-99. " You are clearly confused by your zealousness for these two losers. ALL the FAB capacity in the world will not help a company if they have the WRONG PRODUCTS! NSM/Cyrix clearly has the WRONG PRODUCTS! - They AIN"t GOT No customers! Why do you think they just preannounced IMPENDING severe losses? And AMD is barely hanging on with yesterday's technology. They do not have the high performance that Intel has and they do not have the SLOT 1 compatibility that the market is shifting to. Intel keeps "out producing" AMD with newer and better technology. AMD will push out their K6-ME-2 but Intel already has the Katmai that is going to lure developers - the Katmai's double precision floating point MMX instructions - 71 of them - are far more powerful than the K6-ME-2 - then tack on the 500 MHz speed of the Katmai! Intel's Mendocino with on chip L2 cache is already out and being sampled - and AMD's K6-3D+ is still being debugged! AMD can only maintain minimal sales by offering their second-rate products at a deep discount to Intel's products. And their ASP's are below their costs. By expanding capacity, they will expand their losses. Paul

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