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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST
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To: Charles R who wrote (81066)5/17/1999 3:44:00 PM
From: Tony Viola  Read Replies (1) of 186894
 
Charles,

- Intel 0.25 ramp fantastic and cost reduction well above plan and possibly 2Q
ahead of
AMD

0.25? Is that Niles' fopar or yours? I think we've had 0.25 for a while now.

- AMD sitting on 1 Mu inventory

They're sitting on Micron Technology inventory?

- Intel dropping ASPs to ensure AMD does not get the sockets it lost during
manufacturing problems last week (turning out to be expensive for Intel)

Last week? How old is that research note?

Tony
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