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

To: Road Walker who wrote (106820)	8/3/2000 7:29:53 AM
From: Eric K.	Respond to of 186894

John-- Yeah, peachy article. Hopefully, the 33% drop so far has been anticipation of limited upside in microprocessors allowing AMD to be excoriated with the other flash players. Supposedly, downward thrusts are supposed to be down 10%, bounce a couple percent, down 10%, bounce a couple percent, repeat, where the 10% changes based on the stock's volatility. Too bad AMD has just been straight down over the last two weeks. I suppose I should offer the token "buying opportunity, incredible potential, fire sale-- single-digit p/e ratio coming" message. btw, you probably should have bolded the "They will cede all of the sub-$800 market to Celeron" line as this is the part of the article that is germane to Intel. -Eric

To: Road Walker who wrote (106820)	8/3/2000 10:28:08 AM
From: Joey Smith	Respond to of 186894

John, AMD is about to lose more market share to Intel, just as they are incurring the costs of a brand new fab! Brilliant strategy! AMD is re-writing the laws of economics in the "new" economy <g> Joey

To: Road Walker who wrote (106820)	8/3/2000 12:43:34 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

JF, <Although it came out in June, the Duron processor, a budget version of the company's Athlon chip, won't appear in computers from major manufacturers until late September or October, an unusually lengthy gap.> But don't any of these silly customers know that they can find a Duron processor and motherboard from Pricewatch.com, then build the computer themselves? ;-) Pretty unusual phenomenon. Why would Internet resellers have Durons before the Tier 1 OEMs have Duron-based systems? Tenchusatsu