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Technology Stocks : Intel Corporation (INTC)
INTC 47.43-1.8%1:49 PM EST

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To: lkj who wrote (69203)11/29/1998 11:37:00 PM
From: Tony Viola  Read Replies (3) of 186894
 
Khan, in reading your replies to me and Mary, it sounds to me like you mostly had your mind made up to sell Intel before you dropped in here. Going over to the AMD thread seems to have solidified your decision. One thing I failed to mention, which should be obvious, however, is that some posters to some of these threads have a religious-like zeal or ardor for their chosen companies. You do have to take them with a large grain of salt, me probably included.

As far as the K7 is concerned, if it does come out as a threat to Intel at the "high end" it would be at the high end of the PC space, AKA "performance PCs." I don't think it will make a dent, even a small one, in Intel's server business. AMD has a lot of things to prove in the areas of financial stability, consistently high yields over time, infrastructure support and RAS before any major company will build a server around their chip. Building confidence in these areas will take years.

Tony
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