Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yaacov who wrote (92210)	11/12/1999 11:06:00 AM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

Yaacov: Sanders vows to be competitive and suggested that they might even break even. Whoa! This should really damage INTC's R&D,their huge fab capability and their new products. This is nuts! More than that it cost me a ton of money here.JFD

To: Yaacov who wrote (92210)	11/12/1999 1:47:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Yaacov - Re: "How is it that since yesterday all in a sudden they are going to be competing with INTC? Any idea?" You've got this pretty well pegged. Joe Osha had been very positive on Intel - up until today. He is reacting to AMD's analyst conference call yesterday. Osha is making the very common mistake of concluding that - as of yesterday - AMD suddenly became smart and Intel became dumb. Now, Osha sees nothing but problems for Intel - as if Intel hasn't faced problems before - and surmounted them all. Paul