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Technology Stocks : Intel Corporation (INTC)

INTC 35.81

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Nov 25 3:59 PM EST

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To: herb will who wrote (57783)	6/11/1998 1:48:00 PM
From: Francis Chow	Read Replies (1) of 186894

I think that you are side-stepping the question that what does your scenario of no upturn till late in 1999 mean for AMD. It will be bad for AMD too - fortunately for AMD, they continue to be supply, not demand constrained (ie. their manufacturing is still so far behind Intel's that they are still able to sell all the chips they can make).

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