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Technology Stocks : Intel Corporation (INTC)
INTC 35.59-1.0%3:20 PM EST

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To: Jeff Fox who wrote (55752)5/18/1998 1:01:00 AM
From: Paul Engel  Read Replies (1) of 186894
 
Jeff - Re: " I'm getting a kick out of watching the careful encirclement of AMD product."

Your analysis, and the use of the term "encirclement", is a very good summary of AMD's dilemma. Thanks for summing it all up.

What I am still amazed about is the near-total LACK of AMD - pre-launch hype!

Prior to a new chip or a new customer announcement, AMD "leaks" the scoop to Ashok Kumar, the C|NET crowd, Tom Uberclockermeister, etc. and the world is abuzz about the amazing new "Intel Killer".

Now, we are only 10 days away from the K6-ME2 launch and I haven't seen hint of a leak!

Same goes with improving yields down in the MegaFLOP 25 - awfully quiet down 'thar' in Texas!

Paul
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