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

To: Joey Smith who wrote (141007)	8/7/2001 11:02:00 AM
From: AK2004	Read Replies (1) \| Respond to of 186894

Joey it is not a question if it will hurt amd , it will. The point is that intel is acting against the "interests" of the shareholders Regards -Albert

To: Joey Smith who wrote (141007)	8/7/2001 3:16:28 PM
From: pgerassi	Respond to of 186894

Dear Joey: For a flat Q3-01, Intel assumed unit growth. If it doesn't get it or to a lesser degree than price declines, Intel will lose money. For a loss in Q3, AMD assumed continued price war, overall WW unit declines, in short a worst case scenario. Intel in that scenario, will have tremendous losses where even, the "pro Forma" number goes red. I mentioned the rain (Intel) and drought (AMD) differences in assumptions after Q2 CCs. You must have missed that basis difference. Kudos to Intel's PR department to have you (with a lot of company) ignore that. Pete