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Technology Stocks : Intel Corporation (INTC)

INTC 33.60

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3:58 PM EST

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To: gnuman who wrote (65478)	9/26/1998 6:37:00 PM
From: Paul Engel	Read Replies (1) of 186894

Gene - Re: " While there is no guarantee, we've already seen vast improvements in manufacturing . And based on their small die size, I think 5+M units/qtr is a piece of cake. Can they sell that many? Remains to be seen, but I think you're discounting the impact of volume on profits. They'll ship fewer than that this quarter as they ramp up, and I think the earnings report will be a good indicator of the future. Again, I think there will be an upside surprise. " Your entire argument - posted several times daily - is that AMD is doing everthing perfectly correct and Intel is doing everything backasswards. With AMD's history of f*cking up more than Bill Clinton, and Intel's record of superb technological, financial and marketing achievements, how can you keep coming to the same bizarre death-wish scenario? I say "deathwish" because you continue to claim you are an Intel shareholder while pounding the table, drums, and everything else in sight in praise of the failed AMD and in detriment to Intel, the most successful semiconductor manufacturer in the history of the world. Paul

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