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

To: EricRR who wrote (108119)	8/23/2000 2:33:42 PM
From: Burt Masnick	Respond to of 186894

Investors - a little puzzled over the relative price action of Intel and AMD. Intel has moved to the top of its range and is bumping against the roof. Some of the push may be coming from the IDF but this pattern has been a couple of weeks in the making. AMD should be busting at the seams, churning out high priced microprocessors. Given that the street still holds past malperformance and misdirection from corporate management against them, they should be insanely profitable for the next few quarters and beyond. But its price runnup has been rudely interrupted. Either the institutions are all misinformed about the prospects (not at all impossible given the thin analysis that typifies the institutions), the combination of profit taking and fear of Intel (also not unlikely) or there is some not-so-good info lurking out there about margins, prices, yields, bin-splits, products in the pipeline or whatever (possible, though that kind of information usually leaks by this time). I'm inclined to guess that the analysts are misjudging the profits for the coming year but that's strictly a WAG.