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


To: Dan3 who wrote (108290)8/24/2000 11:54:03 PM
From: Elmer  Read Replies (2) | Respond to of 186894
 
Re: "I believe the technical term is either, "calling your bluff" or "going for the jugular". Maybe a little of each. Either way, it isn't good news for Intel."

AMD has been about to call Intel's bluff for a year now and it still hasn't happened. A year of production and still pathetic volumes of K7s. Why? You can tell us the stores are full of them but if the demand is so high and the supply is as low as AMD says it is, why aren't the shelves bare and why drastic price cuts?

The only thing I believe is AMD's own low volume numbers.

EP



To: Dan3 who wrote (108290)8/24/2000 11:59:44 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
D3, >Either way, it isn't good news for Intel.

How so, Intel is sold out according to Dan Niles. Are they going to get "unsold out"? Q3 in the bag, Q4 probably an even better quarter, Niles says. Intel has Niles in their camp, AMD has Needham whoever. Like superstar and bush leaguer.

Tony