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

To: Aaron Cooperband who wrote (92930)	11/22/1999 12:17:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Aaron,>>> that their 4Q revenue may be unexpectedly high.<<< That will not do most of us long termers much good. It makes sequential qtr and 4Q '00 comparisons very difficult - and the Occupational Hazard guy will have to issue another downgrade. Mary

To: Aaron Cooperband who wrote (92930)	11/22/1999 1:44:00 AM
From: Paul Engel	Respond to of 186894

Aaron - Re: "My guess is that Intel would prefer not to cut prices on ANY of their parts, given the excessive demand situation. To keep pressure on AMD, however, they've decided to cut only the 0.18 micron parts where their own pain will be minimized and AMD's maximized. Also, should anyone question this strategy, they can safely argue that their price reduction strategy was justified because of increased production efficiencies during ramp." This is a pretty good analysis - and I sure hope it plays out the way you described it. David Wu - ABN Ambro - already seems to agree with some of your conclusions. Paul