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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Investor A who wrote (26647)	12/11/1997 10:15:00 AM
From: James Yu	Read Replies (1) \| Respond to of 1572729

To All, Another piece of news for Intellers. Briefing.com removes the INTC from their chip favorate list this morning. We will see INTC will lose ground on FLASH and CPUs to AMD. From my source, I don't see any improvement of Pentium II sales in November. Best wishes James

To: Investor A who wrote (26647)	12/11/1997 10:41:00 AM
From: Kashish King	Respond to of 1572729

You should expect the overpriced INTC crashed to 20s before 1998 is over. I think you're right, that would give INTC a more reasonable PE of 6 which is about right even for a company growing at a double digit rate. They might move up from $20 as the PE nears 4 next quarter. All of this talk about high-volume, low-cost production of quarter micon product is juat that, talk. Moreover, the notion that Intel is uniquely positioned to retool for even more advanced fabrication for the 1 GHZ products is a pipedream. They might be branching out on a massive scale into multimedia silicon for real-time video communications, real virtuality, infinitely scaleable servers and so on, but that's just more talk. As for their foray into digital TV, I already have a TV and it works just fine thank you. The fact is, the super-fast 486 being produced by Cyrix and AMD's overclocked Pentium clones are fine if you can get a good one, who needs Intel.