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

To: Mary Cluney who wrote (94279)	12/18/1999 10:41:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Mary - Re: " Haven't we learned anything from what AMD has been teaching us over the years?" AMD has been very successful - IN GETTING THEIR STOCK UP with HYPE. Where AMD has failed is in delivering - rather, FAILING to deliver - on their promises. Intel is just shifting their product announcement strategy - announcing new products at the BEGINNING of their production ramp - as opposed to WELL INTO the production ramp. Intel COULD suffer the AMD-BURST-BALLOON fate should they NOT be able to deliver the "announced" products. However, I have a VERY GOOD REASON to believe that Intel CAN DELIVER 800 MHz Coppermines - and they will. So this is not creating a false perception - this is stating that Intel CAN MAKE 800 MHz devices, that they are beginning to make these devices and deliver them to customers and that over time they will reach very high volumes of 800 MHz devices. Without a pre-emptive strategy, Intel's customers may be sitting around with AMD's marketing folks telling them all the great and wonderful things that the "new AMD" can deliver, and take away "sockets" (business) from Intel. And that is NO GOOD for Intel or its stockholders. Once again, Intel is starting to play by AMD's rules - instead of operating with one "manufacturing arm" tied behind its back. Paul

To: Mary Cluney who wrote (94279)	12/19/1999 8:10:00 AM
From: Joseph Pareti	Respond to of 186894

>the stock price will only go up >in the short term and then come >crashing back down again. >This has happened over and over again for AMD. because both Intel and AMD are not ".com" companies, profits and p/e's do matter. In the long run this is still the way to separate winners from suckers. That's why AMD went the way it did. With the exception of the recent months, since the public seems to believe Sanders. However, Jerry's tricks are short-lived unless he manages to persuade that his AlwaysMoreDesperate company is also in the dot-com league, a long shot, especially as they haven't got anything like "AMD on-line" ... (note i have ruled out the "other" option, which calls for making sustainable profits) You may be indeed right about asserting a "technical" downturn for Intel, but that would just create more buying opportunity, being provided by some Kurlak's reincarnation. I started investing in Intel as late as 1997 but to me this is a "deja-vu".