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

To: Process Boy who wrote (85359)	7/12/1999 10:45:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 186894

PB - RE: "<On the other hand, Needham & Company analyst Tad LaFountain says that competition from AMD could be heating up. AMD's new K-7 chip, which will begin shipping next month, will be faster than any of Intel's chips and could create "real problems" for Intel, LaFountain says.> Our gloomy thread mate (he posts on the AMD thread in fits and spurts) said exactly the same thing about the K6, I believe. I suppose the K6 could have been considered to pose "real problems", but the K6 "problem" has apparently been effectively addressed." Tad is just commenting on the Athlon's "potential". Even Paul and Elmer see it. Actually, I believe even Intel sees it. According to the German magazine C't, Intel will lower PIII prices similar to the Athlon's price (or something along those lines). I don't think that makes any sense right now because it will be in such low quantities, but that magazine is a reputable one. Do you see the Athlon's "potential", or have you already discounted it? Disclaimer: I know "potential" doesn't = profits.

To: Process Boy who wrote (85359)	7/12/1999 11:04:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

PB - Re: "Hey Tad, "problems" are meant to be embraced, addressed, and solved. Even "real" ones. " Clueless Tad rated AMD a STRONG BUY with AMD at $27 late last year or early January. AMD then reported a Q1 loss of $128.4 million - and AMD sunk to $15 - $18. This week AMD will embarrass the sh*t out of themselves when they report a $200,000,000 loss for Q2. Of course, with AMD now at $17 3/8, A "Tad" wrong certainly will have AMD at a SCREAMING BUY ! SCUMbria hopes he can get some suckers to buy his AMD shares ! Paul