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


To: t2 who wrote (89022)9/27/1999 11:33:00 PM
From: Dan3  Read Replies (3) | Respond to of 186894
 
This is an amazing stock!

The 533B and 600B gala introduction included 2 or 3 manufacturers: It makes the Athlon rollout look like an avalanche - and the stock is up!

Rambus, camino, and coppermine on indefinite hold, xeon recalled so 2 months production (at least) is junk, video card and motherboard production problems due to earthquake will limit sales (on top of the rambus problem), and the sudden increase in RAM prices will limit sales. AMD's nibbles on the high end are becoming mouthfulls, there's nothing near term to keep that from steadily growing. Intel has sunk between 1 and 2 billion dollars into developing rambus, the strategy for the next 3 years is totally dependant on rambus, rambus (as a stock, at least) is collapsing, and Intel is up!

- what would this stock do if it had good news? Go Down?

Dan