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


To: Fred Fahmy who wrote (52585)4/9/1998 8:00:00 PM
From: AK2004  Read Replies (1) | Respond to of 186894
 
Fred
clearly it would have a negative impact on amd's cost of funds and in turn would affect stock price. As far as reasoning than they are just funny. The main cause that I see for downgrade is the following:

>>>>AMD has recently achieved a good market share in the thinly profitable low-priced PC market segment. However, Intel's first
entry-level product is expected to be available momentarily, likely to exacerbate already aggressive price declines.


that implys that s&p views Celeron as a threat to k6, k6-3d and k6-3d+ series. That is clearly not true. If nothing else Celeron will help k6. Just read Dell's comments today.

But I have to agree that amd would have to pay more for financing now.

BTW AMD does sound like a winner

-Albert