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

To: Amy J who wrote (103495)	5/18/2000 11:22:00 AM
From: willcousa	Read Replies (1) \| Respond to of 186894

I don't know what intc has said lately about ability to meet demand but I don't think they will be able to dent demand in the next quarter. And there is a lot of new non-pc demand of all sorts to share intc resources.

To: Amy J who wrote (103495)	5/18/2000 4:57:00 PM
From: Eric K.	Read Replies (1) \| Respond to of 186894

I think the high demand will help both companies a lot this year. I haven't figured out what to do with the AMD options I have. I'd like to sell those before Willy. But I've been holding on to them because the demand is high. What are you doing? I'd like to hear if Intel said anything at the shareholder's meeting about demand in the 2H. If Intel can't meet all of its demand in 2H, then I'll hold AMD options longer. It is interesting to observe how many devoted Intel fans have AMD shares or options hiding in their portfolios. Good thing the "demand in strong" party-line allows you to avoid admitting AMD has been executing spectacularly over the last nine months and has a decent shot at 30% of the cpu marketshare over the next two years. I guess wise investors hedge, but mention it only in passing? Paul said he had 13% of his portfolio in AMD a few months ago. Regards, -Eric