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

To: GVTucker who wrote (92512)	11/15/1999 7:26:00 PM
From: John F. Dowd	Respond to of 186894

GVT: There is no logic in saying that AMD will bring pressure on prices if both co's. are sold out through the qrtr. I can believe this of AMD as their yield has perrenially rotted. INTC on the other hand will be ramped up and cranking very shortly and given the limited capabilities of AMD will control the market and the pricing unless Osha has the uncanny ability to discern when Sanders goes into his kamakazi act again. Although this appears quite to the contrary as he threatens to break even. This means they, AMD, will toss a lot of silicon away and go for price and profit rather than undercutting INTC. Even when AMD can take business away by price they generallly wind up not being able to deliver in quantities and potential customers are aware of this. Therefore the LOGIC is AMD will break even and INTC will knock the cover off the ball. JFD