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To: Ibexx who wrote (89301)10/2/1999 10:35:00 PM
From: Paul Engel  Respond to of 186894
 
Ibexx - Re:" "We believe that Intel is set to beat our estimate of $0.57 (street consensus 0.57). "

Thank up for posting Mosesmann's comments.

I sure hope he's correct.

His caution on Q4 might also be part of Intel's conference call issues - and may impact the Q4 outlook - and subsequent stock price.

Paul



To: Ibexx who wrote (89301)10/2/1999 11:42:00 PM
From: Process Boy  Read Replies (1) | Respond to of 186894
 
Ibexx - <While AMD's Athlon may have a performance edge to Intel's PIII, Intel is scheduled to launch 700 MHz and above coppermine 0.18 micron which should allow Intel to easily challenge AMD's current Athlon.>

I miss Scumbria, so let me honor him with the following...

No way. AMD's K7 is a Seventh Generation Processor, and the Coppermine is based on a 5 year old core <VBG>

...

End of digression.

PB