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

To: Diamond Jim who wrote (105185)	7/2/2000 3:17:09 PM
From: Paul Engel	Respond to of 186894

Jim - Re: "It will be interesting to see if GTW bends over AMD in their conference call. " Don't count on it. AMD is Gateway's trump card - they need AMD to be happy and keep up the supply of cheaper-than-Intel CPUs so that they can maintain profits. By the way, I expect Gateway to announce mediocre - at best - earnings this month - and they have alreay alerted the Media that Intel will be the Fall (Fault) Guy for their problems. Of course, they can also add AMD to that list should they need a REALLY BIG EXCUSE ! Paul