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


To: Tenchusatsu who wrote (91852)11/7/1999 5:10:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
Ten,
RE:

You should read some of the theories posted on that thread, which basically amount to
Intel being very desperate, yada yada. If I based my investment decisions solely on those
theories, I'd have sold all my INTC and went long on AMD instead. And that would have
been a pretty poor decision."....

You mistake the past with the present...
Up 'till now Intel hasn't had this difficult a release. The fact is that there are no Coppermine systems available in the retail chain or on pricewatch. The problem may not be with the coppermine production but with another missing link(s). The fact remains there are no coppermine systems...whatever the reason. Celerons are picking up the slack. ASPs may go down for the Q as the result. We'll see later...
Jim



To: Tenchusatsu who wrote (91852)11/7/1999 11:54:00 PM
From: Cirruslvr  Respond to of 186894
 
Tench - RE: "According to the AMD supporters, Intel is the one having trouble producing high MHz processors (Coppermine) in volume."

Looking at the current situation, that conclusion is reasonable.

Would you like to prove otherwise?