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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: kapkan4u who wrote (85283)	7/11/1999 10:06:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Kal Kan - Re: "So which one is closer to being a product? K7 or PeeIII/600; K7 or CuInNovemberUBmine; k7 or Merced That Makes iAPX432 look like A Pinnacle Of Speedy Design; k7 or Willamette that makes Merced look like a pinnacle of speedy design. Camino, Confusion-Profusion, Rambust, etc, etc. Should I continue? " Your Intel July $57 1/2 and $60 puts really have you all riled up ! I'll bet that phantom laughALON will make you feel better when you swallow that $18,000 loss on Friday ! Paul

To: kapkan4u who wrote (85283)	7/11/1999 10:23:00 PM
From: Fred Fahmy	Respond to of 186894

<Had you guys have any professional pride you would have admitted that a tiny bleeding company with no resources is kicking your 800-pound guerilla butt in x86 chip design.> Too bad there isn't a big end user demand for "designs" <gg>. The net effect of AMD's ass-kicking designs will be seen this week when AMD reports record losses. Lowly Intel on the other hand, sore butt and all, will report record Q2 revenue and earnings. What a contrast. In fact, pick any hour of any day and Intel earns more profits in that hour then AMD has earned in the last 16 quarters combined. Kind of puts things in perspective. But relax, K7 is going to change everything. I heard a rumor that when K7 systems start shipping, Intel is going to hold an abrupt press conference in which they are going to lay down their arms and surrender. Then in a move certain to shock the industry, they are going to agree to be acquired by mighty AMD. Congratulations to Jerry and all AMD longs. FF

To: kapkan4u who wrote (85283)	7/11/1999 11:08:00 PM
From: Elmer	Respond to of 186894

Re: "I see. So which one is closer to being a product? K7 or PeeIII/600; K7 or CuInNovemberUBmine; k7 or Merced That Makes iAPX432 look like A Pinnacle Of Speedy Design; k7 or Willamette that makes Merced look like a pinnacle of speedy design. Camino, Confusion-Profusion, Rambust, etc, etc. Should I continue? But we would never hear you and the rest of Intel chauvinist pigs ever admitting that something is rotten in the empire. Had you guys have any professional pride you would have admitted that a tiny bleeding company with no resources is kicking your 800-pound guerilla butt in x86 chip design." I can only guess on which one is closer to being a product but I would say the PIII-600 because it is based on an existing, shipping product and a well oiled high yielding process. In addition Intel has indicated it will ship soon and Intel has far greater credibility than AMD. Intel's longer term accuracy isn't as good because of inevitable risk factors but short term, if they indicate something is close to release you can be pretty confident they are already stocking the warehouses. AMD on the other hand has repeatedly made false statements when trying to put a better spin on a disaster. Remember the phoney K7 (non)introduction came at the same time they said "and oh by the way, we are also going to lose at least $200 Million this quarter". There are a long list of lawsuits stemming from other false claims accompaning previous disasters. Claims like "The yield problems are now behind us!" and "We've fixed the binsplit problems!" not to mention the old favorite "Profits are just around the corner" and "We're Baaack". Oh and did I forget "Next quarter should be the turn around quarter" and "We're selling all the K6x's we can make". So let me ask you this. If someone with the same record of truthfullness as Bill Clinton tells you that AMD is ready to start producing the K7 (at the same instant he is trying to downplay the greatest financial disaster in the companies history, with more disasters lined up like 747s in a storm waiting for a landing slot), would a prudent investor jump for joy and proclaim the dawn of a new age a la Scumbria, or might you want to take a wait and see approach? EP