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

To: Jim McMannis who wrote (94107)	12/15/1999 6:39:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Jim, <You just haven't been putting it all together which is a big surprise to me.> I have. I just thought you have not. Sometimes I give people less credit than they deserve. Like I said before, it just seemed to me that you were rattling off every little snippet of info that you came across. I think all of these little problems (Cumine supply, RDRAM prices and supply, 820 motherboard supply, high demand) can be traced back to these original two schedule slips: 1) Coppermine's two-month delay from September to November. 2) 820 delay from September to November. So probably Intel is ramping Coppermine and 820 faster than expected in light of these two delays. But I guess these two delays should never have happened in the first place, and all of the so-called "problems" we're currently seeing are just the consequences of the original two. Oh well. At least I'm betting on the notion that all of this negative news has already been priced into INTC. (Well, at least before the 6-point run-up!) Tenchusatsu

To: Jim McMannis who wrote (94107)	12/15/1999 8:08:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

JimmyJaJaJabber - Re: "The main problem is that TIME is a critical factor in the chip race, particularly when a little upstart company 1/60th the size of Intel with a kamakazie at the controls is peppering you with a big Athlon gun" Upstart ? AMD ? CHEESUS !!! AMD is 30 years old - only 9 months "younger" than Intel. You must be confusing their "rumored" return to profitability as a resurrection. Sorry, McPhantasy - the investment world remembers ALL THOSE LOSING QUARTERS and MANUFACTURING F*CK UPS and countless cries of "Profitability is Just Around The Corner ". AMD is 1/60'th the size of Intel because they are about 1/60'th as smart as Intel. Paul