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

To: Road Walker who wrote (92495)	11/15/1999 2:12:00 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

John, Re:"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." Maybe, I am not sure things have changed that much. AMD has been executing better - there is no issue on this. Intel has been executing poorly - the latest is the Cumine/Rambus fiasco. If Intel pours on the afterburners this recent set of cockups will be history. But should they continue to have 0.18 delivery problems coupled with high Rambus prices then I see a real problem. In addition if willamate shows up in Q3-Q4 next year this may pose AMD severe problems. However if Willamette gets delayed another 6 months into Q2 2001 for volumes then AMD gets a real chance to make trouble for intel. regards, Kash

To: Road Walker who wrote (92495)	11/15/1999 2:14:00 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

John, Re: "Now everything has changed. This must certainly be one of the "inflection points" Mr. Grove wrote about." Tongue in cheek comment? To me, Andy's inflection points were more like the time Intel decided they needed to get out of DRAM, or continue to bleed badly. Also, biting the bullet and offering replacements carte blanche for Pentium classics with the FDIV problem was another one. Right now with AMD, to me, it's like the .200 hitter getting a couple of singles and a double in one game, and one analyst jumping to the conclusion that he's going to compete for the batting title. Tony

To: Road Walker who wrote (92495)	11/15/1999 2:17:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

John, RE:"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." I thought you had some sense. It's been several months since Intel started to blotch the Coppermine/i820/Rambus release. Just goes to show you that it doesn't matter, Intel or AMD, that when a chipmaker has to push the envelope and "hurry"...there is a good possibility they will screw up. Intel is not immune to it. Intel could have delayed the whole launch but instead thought they had to release something, perhaps to keep more of their customers from defecting...in the meantime they may well have short changed the trust they had built up... Intel is now a couple dollars less than when I bailed, should I buy back now or wait for a few hundred "cents" lower? <G> Jim