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

To: Mary Cluney who wrote (92425)	11/14/1999 9:15:00 PM
From: Mani1	Read Replies (2) \| Respond to of 186894

Mary Re <<It is deja vu all over again. We have heard this story before. Remember K6? Remember K5? Now it is K7 (or Athlon or whatever)>> Not true. AMD has never had such a superior design like they have now. They also have two state of the art mega-fabs, they never had that before either. From your own yahoo link, Adds Scovel of Fahnestock, ``This is the most competitive they have ever been.' Re << But did you ever wonder why the guy who is credited with designing the K7 left the company? Would he leave the company if it were going to be a big hit? Isn't this like insider selling (in a big way)?>> Are you serious? Are you saying the Dirk Myer left because he thought that K7 will be a bust? You are waaaaay off. Re <<Ashok Kumar at Piper Jaffray had to say: "`I don't know why analysts would believe what this clown company has to say,...Maybe they will hit two quarters, and then they will blow up." >> Sounds like sour grapes! Niles called it, he didn't and he is crying like a baby. Mani

To: Mary Cluney who wrote (92425)	11/14/1999 11:47:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 186894

Mary - RE: "It is deja vu all over again. We have heard this story before. Remember K6? Remember K5? Now it is K7 (or Athlon or whatever)." Neither the K6 nor K5 was truely competitive with whatever Intel had out at the same time. Athlon is not only competitive, but it also has a superior FPU which leaves the PIII in the dust. Also, AMD had problems making those processors. Athlons are doing quite well, according to analysts. Of course, that doesn't strike out the possibility of any problems in the future.