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

To: kash johal who wrote (92493)	11/15/1999 1:51:00 PM
From: Road Walker	Read Replies (3) \| Respond to of 186894

kash, It's amazing how quickly things change. A week ago most would have said that AMD couldn't execute their way out of a paper bag; that Intel was a master at executing their manufacturing and marketing plan. In the meantime we've had a few comments by Mr. Sanders and a few comments by ML's Mr. Osha. Now everything has changed. This must certainly be one of the "inflection points" Mr. Grove wrote about. John

To: kash johal who wrote (92493)	11/15/1999 2:37:00 PM
From: Elmer	Respond to of 186894

Re: "Fourthly, AMD has faster, higher performance processors than Intel. And there are always folks who will gladly pay a $100 extra for more performance." An incorrect statement. AMD has neither. The 733MHz CuMines are now starting to appear and beat the Athlon on virtually every benchmark using RamBus technology and even beat the 700MHz systems going head to head using the 440BX chipset, at least on many benchmarks. EP