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

To: Shahen Petrosian who wrote (52925)	4/14/1998 4:08:00 PM
From: Mike Farrar	Respond to of 186894

Saw a 450,000 block sell right at market close. Jeff

To: Shahen Petrosian who wrote (52925)	4/14/1998 4:27:00 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

Shahen the big deal with $90/share was when the expected output of fab 25 for last year was 30M chips. Amd made somewhere in the area of 6-8M and that is what killed $90. Now if you make 20M chips and sell them for say 100 asp that would be around $20/share. Of course it did hurt AMD's revenue somewhat but not that much. I would guess that the lost earnings due to price war would add up to $2/share. So it caused AMD to lose 10% of its value and it caused Intel to probably lose about 50% Regards -Albert