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Technology Stocks : Intel Corporation (INTC)

INTC 40.51

-7.4%

Dec 4 3:59 PM EST

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To: gnuman who wrote (65946)	10/7/1998 1:08:00 PM
From: Jeff Fox	Read Replies (2) of 186894

Gene, re:"What is important..." Well thought and well written, but some points you should consider: - Increasing AMD share is not a given. Intel is resourced and committed to all PC segments and will continue to introduce product after product to assure it has the best value in the low end PC segment. Look for AMD penetration to first stabilize and then reverse trend. It is a mistake to think that AMD will somehow maintain some share number. - Even though PC's outsell servers by a magnitude, the revenue per sale exceeds PC's also by a magnitude. Servers are significant to Intel and will be the principle engine for revenue growth for at least the next two years. - The trouble with AMD is that it is not generating earnings to finance technical obsolescence and growth. The K6 is aging rapidly, and AMD plant is aging rapidly. They are current spending over $350 million per quarter to do this current venture, money taken from loans and stock holder's equity. Without profits there should be a limit to this soon - called bankruptcy. Jeff

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