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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

Nov 20 3:59 PM EST

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To: Doug M. who wrote (80968)	5/15/1999 8:27:00 PM
From: Paul Engel	Read Replies (1) of 186894

Doug - Re: " If AMD can't make the K6III in significant quantities, how a are they going to even entertain the thought of making K7's in mass volume to compete w/Coppermine/Merced/McKinley?...Anyway, I gotta go. What are your thoughts on these issues? " Your thoughts mirror mine exactly. To make things even more complicated for AMD, their K7 requires a COMPLETLEY NEW infrastructure - totally dependent upon AMD with no Intel coat tails to ride upon - new CHIP SETS, new Mother Boards, etc. What customer wants to commit to AMD for a SOLE-SOURCED K7 when AMD has had an absolutely disastrous manufacturing record over the past 5 years ? My guess is AMD will "refocus" on the low end and try to cut down their costs - LAYOFFS & SHUTDOWNS - and see if they can scrape out a meager profit at the bottom of the PC food chain. Paul

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