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

To: henry tan who wrote (47001)	2/2/1998 9:49:00 PM
From: Stephen How	Respond to of 186894

INTC chat room (IRC) All - I've set up my unix-intel box to run a public IRC ("chat") server. The idea is to provide a place where people can immediately interact, and discuss stock/trading ideas. Point your favorite IRC client to: stock-chat.dyn.ml.org:6667 or intc.dyn.ml.org:6667 There, you can: /join #INTC or make your own channel (use /join #<channel_name>). I should be in there before the bell Tues 2/3 in #BTIM (looking to short) as "show". Good trading, Steve

To: henry tan who wrote (47001)	2/2/1998 11:24:00 PM
From: Barry A. Watzman	Read Replies (1) \| Respond to of 186894

My impression is that AMD has just given up on fixing the .35 micron yield problems, just biding time until they can TRY .25 micron. If it works, great, AMD investors could make a killing. If it has the same (or worse) problems as the .35 micron process, then, perhaps literally, AMD goes belly up. Oh, yes, there is one other minor point: apparently AMD might not have enough cash to even get to the point of trying the .25 micron process.

To: henry tan who wrote (47001)	2/3/1998 4:51:00 PM
From: Tony Viola	Respond to of 186894

Henry, re: "It seems to me the 0.25 transition is seriously critical for AMD if the article on Forb is accurate. (the yield on 0.25 is 1% or I read it wrong)" 1 percent! I can do better than that in my garage. I can second the part of the story re AMD giving only two or three customers preferential treatment, at the cost of smaller fry. We have our PC assembler in periodically to talk roadmap for our console CPU and all the other stuff inside. Things are moving so fast that we have to be constantly qualifying new drives, SCSI controllers, etc. When we get to the CPU chip, to be fair, I always ask about AMD and Cyrix. Their comeback is, unless you're an IBM or a HP, forget it. They said Cyrix is even worse, and got worse again after NSM bought them. So, they recommend Intel all the way. I look around the room and see everyone nodding their heads in the same way. And I didn't bludgeon anyone into staying with Intel, just let the PC guy do the talking! Tony