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

To: f.simons who wrote (113535)	10/14/2000 9:47:35 AM
From: Scumbria	Read Replies (3) \| Respond to of 186894

Frank, Didn't AMD just complete the best 4 consecutive quarters in their history? They must be doing something right. They are up over 100% for the last 12 months. INTC is flat for the same period, and AMD is blowing past Intel in manufacturing affordable, high speed CPU's. finance.yahoo.com A full page of 1.2GHz T-Birds on Pricewatch now: pricewatch.com Scumbria

To: f.simons who wrote (113535)	10/14/2000 10:09:19 AM
From: Daniel Schuh	Respond to of 186894

Frank, do you think it would be better for AMD to downbin their high speed parts, to sell them cheap against what Intel produces in volume? Or perhaps AMD could reduce their production out of Dresden by 75% or so to better match Intel's capacity in the ghz range?

To: f.simons who wrote (113535)	10/14/2000 12:47:49 PM
From: The Duke of URL©	Respond to of 186894

>>Once again, AMD has taken a lot of the profitability out of the chip business for both companies. But that's OK, because it is more important to hurt Intel than to make money yourself<< It just takes a while for the chlorine to work.