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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST
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To: Joey Smith who wrote (59404)7/7/1998 2:48:00 PM
From: Francis Chow  Read Replies (3) of 186894
 
AMD's days are numbered if they continue with their current strategy. Intel controls AMD's future based on chip pricing, period!

I have a hunch :-) that AMD is selling all the 0.18 K6s and K6-2 they can make. Like the rest of the sector, Asia will probably hurt them this Q, as there is probably excess inventory of the 0.25 K6s (the 233s and 266s). We shall see . . . I expect AMD management to talk up Q3 and Q4, and it may be hard to believe their projections - but anyway they'll be in good company, because I expect Intel to do the same.
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