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

To: Jim Patterson who wrote (49175)	3/2/1998 3:55:00 PM
From: Kealoha	Respond to of 186894

Jim P: exactly. With quarterly red ink Q after Q how can 3rd Q production do much for AMD? Does anyone have a read on the flight of quality personnel from AMD??? I would guess it is massive... Why would a good engineer stay??? for the options???I THINK NOT

To: Jim Patterson who wrote (49175)	3/2/1998 7:21:00 PM
From: Paul Engel	Read Replies (4) \| Respond to of 186894

Jim - Re: "I may change camps after AMD's preformance today. You would think at this point that it was much adoo about nothing." Wrong strategy! With AMD down today (of course, Intel and most everything else is down as well) AMD is a screaming BUY. They've got the K6! They've got IBM making the K6! They've got their yield problems 100% completely solved - in fact their new history indicates AMD never really did have a yield problem. It was all a smoke screen to lull Intel into complacency. The Dresden fab is way ahead of schedule - what with the great German Work Ethic and the extra finances AMD has thrown into the project! Compaq and IBM are screaming for parts due to overwhelming demand for K6 PCs - discontinuing ALL THEIR INTEL purchases for future PCs! The AMD 0.18 micron process development is Way Ahead Of Schedule - GOOD yields have already been obtained according to many reliable Internet sources. The K7 is almost ready for tape-out and simulations show that it is 33 1/3% faster than the Merced - AMD created their own copy of Merced just to develop that benchmark - shows you what a great engineering design team they have! Yes, all the signs are there for a massive buy of AMD - the Zodiac has never been more promising! Paul