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

To: Jim McMannis who wrote (104872)	6/25/2000 3:47:00 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "I doubt Willy is in production yet except for test lots..." And what do you base this on? Re: "Willy appears to be on the home stretch...but I still expect problems...." And what do you base this on? EP

To: Jim McMannis who wrote (104872)	6/25/2000 3:53:00 PM
From: Tony Viola	Respond to of 186894

Jim, >I do think the RAMBUS, Toshiba, Hitachi decisions aren't helping AMDs stock price either. Anything that even gives a glimmer of hope for RAMBUS coupled with a company being able to tax DDR and SDRAM is not positive for AMD. Do you really think that enough stock traders know enough about Rambus, and possible effects of their IP and court settlements on same, to make a difference in AMD stock? I don't. They know that Intel competes with AMD. That's about it, IMO. Let's see, what's come out about Intel lately... - Niles et al say great second half coming. Second half is almost here. - Another analyst says Intel will be able to manufacture 15% more chips in each of 3Q and 4Q. Street probably sees the brakes being put on AMD's free ride, at least some, and maybe they think twice about buying AMD. Tony