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

To: TGPTNDR who wrote (165554)	5/30/2002 12:59:58 PM
From: kapkan4u	Read Replies (1) \| Respond to of 186894

<I just bid to buy to close my June AMD 12.5s at $0.25. I too think we're due for a bounce.> In which direction? Some caution for the AMD longs is in order. The introduction of Athlon has shown that it will take a while for the stock price to respond to a successful design. We would go through similar gyrations in the stock price while the Hammer platform is maturing. Granted that the Athlon infrastructure was a big problem. Also flash may help. However the tech sector and the stock market is in a dump and going lower, while we had a bubble and were heading higher in the early Athlon days. Also sending thousands of pre-production Hammer systems to the likes of Microsoft and Dell is not cheap and comes at the worst possible time of low market demand, product and process transitions. Kap