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

To: Paul Engel who wrote (51672)	3/31/1998 2:40:00 PM
From: Jeff Fox	Read Replies (2) \| Respond to of 186894

Paul, Rainbow chasing and AMD People are PRAYING that the AMD rumors of improved yields are true. And what if they are not true, or not "completely" true? Hey - the AMD fans will be as happy as ever of course. There is always the next great hope - the AMD K6-3D. Of course AMD will require new capital to finance due to the accumulated losses on K5, K6 and Jerry's expense account, but not to worry, its only money! On to Dresden! Jeff

To: Paul Engel who wrote (51672)	3/31/1998 10:49:00 PM
From: Mike Wong	Read Replies (1) \| Respond to of 186894

Re: "If Intel gets real aggressive and drives the Celeron price down quickly to $100, the top of the line K6 will go there as well." There is no question that Intel can add pressure to AMD. The $64 question is, how long does AMD have to bleed before AMD investors refuse further continuous transfusions?

To: Paul Engel who wrote (51672)	3/31/1998 11:27:00 PM
From: SisterMaryElephant	Read Replies (1) \| Respond to of 186894

Paul, <People are PRAYING that the AMD rumors of improved yields are true. And what if they are not true, or not "completely" true? > I agree. Two things must come out of the AMD cc. 1) statement that yields have SIGNIFICANTLY improved and 2) a deal with a tier 1 OEM in the works for the .25 266 part. Anything less, will be a problem. Who knows, they may be in good shape. We will know soon enough. <If Intel gets real aggressive and drives the Celeron price down quickly to $100, the top of the line K6 will go there as well.> IMO, the Celeron will be AMD's worst nightmare. The chip is intended to be THE chip of choice for the no frills, PRICE conscience basic PC buyer. The significance is that up to now Intel has been forced to PUSH ASP down. With the Celeron, it will begin to PULL ASP's down and AMD along with it, and hopefully for Intel, preserve the middle and upper price range. SK