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


To: Tenchusatsu who wrote (102506)4/18/2000 1:41:00 PM
From: Road Walker  Respond to of 186894
 
Ten,

Thanks for the note.

re: "Didn't that guy just upgrade AMD, despite his fears of a price war?"

Yes he did. It seems to me a price war would create more problems for AMD than Intel.

And thanks for the info on 1 GHz. The markets are expecting a good quarter, I hope they are right.

John



To: Tenchusatsu who wrote (102506)4/18/2000 3:53:00 PM
From: Mani1  Respond to of 186894
 
Tench re <<[from PB]..You know AMD's volumes of 10K Athlons at one gigahertz? That was nothing compared to how many gigahertz Coppermines (a.k.a. Gigamines) Intel shipped. >>

That is believable. That is probably why PB sold his AMD at $52.

Mani



To: Tenchusatsu who wrote (102506)4/18/2000 4:13:00 PM
From: Road Walker  Read Replies (3) | Respond to of 186894
 
IBM beat estimates, but hardware revenue down 12%.

John



To: Tenchusatsu who wrote (102506)4/18/2000 4:56:00 PM
From: Ali Chen  Respond to of 186894
 
<he's still feeding me inside info on manufacturing. You know AMD's volumes of 10K Athlons at one gigahertz?>

Wow! I've heard that PB got managerial position,
but did not know that it was at AMD!

:) :) :)



To: Tenchusatsu who wrote (102506)4/18/2000 9:06:00 PM
From: Scumbria  Read Replies (1) | Respond to of 186894
 
Ten,

It should be obvious to everyone by now that Intel is shipping lots more high speed parts than AMD.

Scumbria



To: Tenchusatsu who wrote (102506)4/19/2000 8:56:00 AM
From: Amy J  Respond to of 186894
 
RE: "PB's a manager now, and he's made a personal decision to stop posting on a regular basis"

Hi Tenchusatsu, glad to hear Process Boy has been promoted, but sorry to hear he's decided to reduce his postings because he's a manager. I don't quite see the connection, since, being a manager generally yields more freedom (depending upon the company). Although, it does lend itself to more discretion. Hope to see him re-enter as his posts and jokes are very much missed.

Amy J