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Technology Stocks : Intel Corporation (INTC)

INTC 35.71

+0.5%

12:05 PM EST

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To: Jim McMannis who wrote (69242)	12/1/1998 12:32:00 PM
From: Tenchusatsu	Read Replies (1) of 186894

<IMHO, a long term holder of Intel shouldn't be in a hurry to sell it. About March of '99 I'd start to worry a little bit. This would be right after the "proposed" Feb 28 release of the Katmai which should boost the stock.> Actually, I'm more worried about a big hole in the Intel roadmap, the one between Coppermine/Cascades and Willamette/Foster. This is yet another window of opportunity for AMD as they start to ramp up the volumes from its Dresden fab, provided that they stay on schedule. <Loss of market share to AMD is is probably a foregone conclusion but the pie gets bigger and Intel is able to hold margins.> This is probably the single most intelligent statement I have heard in weeks. Investors who are worried about AMD's affect on Intel's bottom line should read this statement over and over again. Tenchusatsu

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