Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Burt Masnick who wrote (72875)	2/4/1999 8:44:00 PM
From: Paul Engel	Read Replies (1) of 186894

Burt - Re: " If AMD can survive at all, it will be as a division of someone else, not as an independent company. They don't have the depth of pocket, the business model, the technology edge or the management depth to play in the league they have chosen to play in. " This was a SUPERB assessment of AMD - and Intel - and their relative positions in the industry. Since you are most likely aware of AMD's press release announcing an impending LOSS for Q1 - just 3 weeks after predicting EXPANDED MARGINS during their conference call - your analysis was DEAD NUTS ON. AMD was just handed their hat - by Intel. Paul

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