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

To: Joey Smith who wrote (40277)	11/13/1997 3:06:00 PM
From: Jim McMannis	Respond to of 186894

AMD shot it's wad on the K6. They can't even get them to yield well. The fact that the 233 had to run 3.2 x 3.2 volts should have told us something. They have no more tricks on the Pony. The only real talent they had has left. Turn out the lights the party is over for AMD... Cyrix will likely beat them to the punch on the PR266 and definitely the PR 300 6x86's. These are already sampling. What little hay AMD made with the K6 will be burned next year with the cacheless Pentium II's. Right now it's a two horse race. Cyrix/NSM running one direction and Intel the other. Invest in both and see what happens. AMD reminds me of the classic dichotomy between the engineer and the machinist/manufacturer. The engineer can design great things...but unless the machinist can make them...what good are they? Jim