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

To: Tony Viola who wrote (103857)	6/2/2000 11:26:00 AM
From: denni	Read Replies (2) \| Respond to of 186894

>>Thanks, I just sold all my Intel. tell me it's not true. does this mean that you will not be at the next shm? missed the last one because i was on the right coast. had some great food and perfect weather in boston & providence. you didn't sell your cisco like paul. if not, see you at the shm in november. o.t. way to go carl!

To: Tony Viola who wrote (103857)	6/4/2000 2:45:00 PM
From: Ulrich Santo	Read Replies (2) \| Respond to of 186894

>Thanks, I just sold all my Intel. IBM has a problem with >their 10,000 rpm drives, which is in production; and >recently released its Shark storage product, without even >fibre > channel capability, to try to catch up to EMC. Should I >short IBM? I heard this morning that HP was told by >customers that its new Jornada had "only 4096 colors" vs. > advertised 64K (I think). Rebates or recalls to follow. >Short HWP? I didnt suggest shorting INTC, this would be foolish. INTC is nevertheless a good company, but it made errors the last year.(RMBS, PIII design at the end at 1Ghz) This a chance for AMD to make more money than before, itïs not more but not less. IBM has problems in a segment of their business, but INTC has problems, like delivering not what it promised in itïs core business. IMO AMD has now more Upside value for the next 6-12 month from an investment point. I have no religous believe in any of the 2 companyïs, it AMD starts to make errors i will dump it at high speed. > Pentium pro was slower in 16 bit than classic Pentiums. It >was a screaming success and predecessor to Xeon, which >screams more. The PPRO was not a success, it was in a niche market and the processor was expensive to make(big die,low yields) and reached at 200-400 Mhz the end of itïs road. > - no copper fab > None was ever planned by Intel until 0.13. If it wasnt planned it was an bad decision, like using RMBS for desktops. The selling volume of RMBS systems is not good, and INTC is IMO converting to DDRAM in the near future. RMBS has design problems, which prevent it from beeing a cheap solution and nothing other matters to the user. Keep it simple and cheap, and it will sell and succeed. > Goodbye to you. Skrewed? > Edit, BTW, from your profile, how's your CYRX stock > doing??????????? Thanks for your sarcasm :) i always enjoy such :) With my CYRX experience i learned a lot (lost not much money , had hood luck). Ulrich