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

To: herb will who wrote (106278)	7/28/2000 8:31:51 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: AMD would love nothing better than to trump the 1.13 GHz but their best shot is only 1.1 due 8/29. Herb, how many 1.13GHZ parts do you think INTC will ship for every 100 1.1GHZ parts AMD ships? Be honest with yourself, no need to post a reply (and I won't throw some number at you). My guess is that part of what happened to INTC's price today is that a number of people started asking themselves that question. Then they laughed a bit thinking about how long Intel has been claiming it was keeping up with AMD's 1 GHZ process and how painfully obvious it was that those claims were, at best, honest errors. Then they frowned a bit thinking how badly last quarter would have turned out if INTC had lost 2.3 Billion in the market instead of gaining 2.3 billion playing the market. Then they thought a little more about how nobody expects more than token shipments of 1.13GHZ parts from INTC while everyone is confident that AMD will provide volume 1.1 GHZ parts as claimed. Then, thinking "who can I trust with my investment dollars" they called their brokers. Intel built up an enormous reserve of credibility over the past two decades. They've burned most of it up in less than a year. Dan

To: herb will who wrote (106278)	7/29/2000 2:47:25 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 186894

Herb - RE: "Intel will be selling from its old obsolete P6 core the 1.13 GHz P 3 come Monday, available from IBM and DELL. Golly, Dan, I’m sure AMD would love nothing better than to trump the 1.13 GHz but their best shot is only 1.1 due 8/29. I guess that their copper process isn’t worth its weight, well, in copper." If Intel is releasing a 1.13GHz PIII on Monday, that MUST mean that 1GHz PIIIs are WIDELY available, right? Right? Then why in world are IBM and Dell the ONLY places I can find the 1GHz PIII (alone or in systems) for sale on the net? A 1GHz Athlon (or system) is available through Compaq, Gateway, Hewlett Packard, and over 30 online screwdriver shops. Did you know Hewlett Packard was a launch partner when the 1GHz PIII came out? Why are they not selling those systems now, but instead selling 1GHz Athlon systems? Intel's 1GHz PIII release was basically HYPE. They are STILL available in limited quantities and the darn thing came out over FOUR months ago! Intel is now releasing a 1.13GHz PIII, and you are getting sucked into the HYPE! All HYPE and NO substance.