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

To: Mary Cluney who wrote (93330)	12/2/1999 11:43:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Mary, Since this unnamed and underfinanced company would be very vulnerable if such bad news were revealed, don't you think they would do anything to hide the bad news? Until of course when they can't hide the bad news any more inside of a quarterly earnings announcement and shareholders and analyst are again shocked, shocked, shocked ... that they would preannounce an earnings shortfall (one of these quarters - just you wait and see). Good point and has already happened many times. Most recent was when Jerry told us about the K6 "mask problem" that somehow manifested itself in lousy yields and produced huge quarterly losses for them. Other companies do it too, like Motorola not being able to produce enough G4's for Apple a quarter ago. Didn't hurt Apple too much, though, whoa! Tony

To: Mary Cluney who wrote (93330)	12/3/1999 3:54:00 AM
From: Joseph Pareti	Respond to of 186894

Message 11909558

To: Mary Cluney who wrote (93330)	12/3/1999 7:00:00 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Mary, re: "unnamed and underfinanced company" I have thought the same thing many times. With the brain drain that has taken place at AMD, you would think execution would be a problem. If I remember correctly, Mr. Sanders is acting as COO, I don't know about his background in operations, he just seems like more of a marketing guy to me. The other side of the coin is that I've seen many large companies trip over themselves while smaller companies with less decision making levels get from point A to point B much faster. You really have to give AMD some credit. With limited resources, compared to Intel, they have managed to bring to market a faster chip. I don't know if this is a remarkable accomplishment for this small, unprofitable company, or if Intel, with all it's resources, isn't performing as well or as fast as it should. In any event, I'm more concerned about Intel's execution than the competition. If Intel is focused and aggressive, it doesn't matter what AMD does. The marketplace is theirs to keep or lose. John

To: Mary Cluney who wrote (93330)	12/3/1999 11:38:00 AM
From: tejek	Read Replies (1) \| Respond to of 186894

techstocks.com

To: Mary Cluney who wrote (93330)	12/3/1999 11:49:00 AM
From: tejek	Respond to of 186894

theregister.co.uk ------ Posted 03/12/99 1:18pm by Mike Magee AMD likely to beat Intel, Alpha to 1GHz punch It now seems highly unlikely that Intel will be able to produce a 1GHz chip based on its IA-32 architecture before AMD, and possibly even before Compaq rolls out a 1GHz Alpha processor next summer. According to information from a source close to AMD's plans, it can, as we have said before, produce an air-cooled Athlon K7 running at the magic 1GHz spot early next year, if it wants to. The fabrication of the processor has gone more smoothly than anyone could have anticipated, and the only reason for holding back on producing a 1GHz Athlon early next year is that AMD can maximise its profits by gradually rolling scaled processors out of its fabs. Compaq, meanwhile, is unlikely to produce a 1GHz Alpha before the middle of next year, according to analyst Terry Shannon. Although Intel will demonstrate a 1GHz IA-32 chip at a conference in early February, its roadmap shows that the highest clock speed on the Coppermine track is likely to be an 866MHz Pentium III at the end of Q1, 2000. However, Intel will introduce 750MHz Pentium IIIs early next year, but will not equal AMD's performance even with this introduction. AMD can roll out an 800MHz or a 900MHz Athlon just as easily as it can a 1GHz part. ------

To: Mary Cluney who wrote (93330)	12/3/1999 12:12:00 PM
From: Cirruslvr	Respond to of 186894

Mary - RE: "Since this unnamed and underfinanced company would be very vulnerable if such bad news were revealed, don't you think they would do anything to hide the bad news? Until of course when they can't hide the bad news any more inside of a quarterly earnings announcement and shareholders and analyst are again shocked, shocked, shocked ... that they would preannounce an earnings shortfall (one of these quarters - just you wait and see)." People may have said the same thing about Apple a couple of years ago. They warned not too long ago and are at a 52 week high today after an analyst upped earnings estimates. Of course, that could be the exception to the norm... Edit - Oops, I just noticed Tony said the same thing.

To: Mary Cluney who wrote (93330)	12/3/1999 1:29:00 PM
From: Ali Chen	Respond to of 186894

Mary, <If Intel with all the financial resources have difficulties rolling out new products, just think what an underfinanced competitor (without the ability to buy or retain top talent) might be going through.> You are right! One former top talent at Intel, who is not retained anymore and now is a prophet retiree, maintains: "The Rich can buy anything - The Super Rich Can Buy Everything! (PR Engel)" I am much sure the unnamed company must be totally demoralized when they see such top Intel talents like Tenchusatu, Process Boy, L. Adam Latham, and Haim Barad posting on this speculator's thread around the clock. I am sure only big money can buy such a talented team, which is quick in responce, powerful in analytical deductions, and highly ethical and honest as it is evident from their postings. Given apparent inability of the unnamed company to retain some other top talents like Elmer, I am certain that they are struggling to the last effort to hide their enormous difficulties when rolling out production of XXXX-MHz processors. (Ooops, need to look up that fallen screw...)