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

To: Joey Smith who wrote (107262)	8/10/2000 3:21:05 AM
From: Eric K.	Respond to of 186894

Joey-- Re: Wall St. likes Intel since its a market leader with predictable earnings and behavior. You seem to have a very loose definition of the term "predictable." Was that 2.3B in cap gains last quarter predictable? Would you like to give me a predictable number for this quarter? What probability would you like to assign to Intel's predictable cap gains for this quarter coming within 10% of the guidance provided at the q2 conference call? Were the three consecutive quarters of missing earnings or revenue last year predictable? -Eric

To: Joey Smith who wrote (107262)	8/10/2000 11:11:43 AM
From: AK2004	Read Replies (1) \| Respond to of 186894

Joey re: Intel wont let AMD hve much more than 20% share without fighting back true, but I can not believe that intel was planning for amd to grab even 20% from what it was 2 years ago yet..... Intel is fighting back or otherwise we would not see so many paper-launches and so much emphasis on rmbs (take a look at Message 14190509 ) I agree that getting into commercial sector (more stable, higher margins) is an ultimate goal for amd but for how long do you think commercial sector would tolerate monopoly. (We had similar conversation few years back about retail and as you see market share of amd is up) IMHO, IBM is far more reliable than cpq. IBM is a very strong anti-single source company. BTW slashing prices would hurt intel and amd but it would help via a lot. re: I haven't seen anything lately to make me change my view. niether most of the people yet overall optimism toward amd is somewhat down. I say can see it for no specific reason. re: I also own AMD stock hey and own intel leap spreads - there were way too cheap to ignore few days back :-)) Regards -Albert ps with a fair product mix 20% is not that bad since amd is about 40 times smaller