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

To: jim kelley who wrote (104231)	6/8/2000 3:56:00 PM
From: Barry Grossman	Read Replies (2) \| Respond to of 186894

jim, Looks like Ten earned him another $5. Of course that's twice what he makes on his RMBS trades. BTW RMBS is 128 7/8 RT. Barry

To: jim kelley who wrote (104231)	6/8/2000 8:37:00 PM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: I seem to recall this same issue having come up numerous times... I have a new issue for you. In Q4, Willamette will be just entering production, with little volume. AMD's Dresden FAB will be midway through its ramp, giving AMD a lot of high speed product to move in the quarter, product as fast or faster than anything INTC can produce during that time. In Q4, consumer purchases dominate, and AMD has been much more successful in that arena than in the Fortune 1000 sector where INTC has been relatively bulletproof (so far). I think INTC ASPs may take a big hit in Q4, and the result will be greatly reduced quarterly profits. The rambus thing may stop being the focus for a while. Dan