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

To: Jim McMannis who wrote (59393)	7/7/1998 12:51:00 PM
From: Kealoha	Read Replies (1) \| Respond to of 186894

McManis: I was in the Washington DC area this weekend. I open the Best Buy, Circuit City, etc etc fliers in the Sunday papers. I see MORE, not less, INTC powered stuff than a few months ago on the consumer end. AMD management always fails. In the long run INTC will win. Probably in the short run too. Show me a continued series on genius AMD moves to convince otherwise.

To: Jim McMannis who wrote (59393)	7/7/1998 1:49:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Jim, >>> "It seems that 3rd quarter should see very good availability of the K6 and K6-2 processors." OK, but doesn't AMD always lose a little on each one, and, therefore, the more they sell, the more they lose? In this case, the salesmen that get to go to Hawaii, based on sales performance, should be the ones that sell the least, right? Wrong. Based on AMD's record for flamboyance, they all get to go to Hawaii, at least for the world-wide sales meeting. Tony

To: Jim McMannis who wrote (59393)	7/7/1998 2:11:00 PM
From: Joey Smith	Read Replies (2) \| Respond to of 186894

Jim, AMD's days are numbered if they continue with their current strategy. Intel controls AMD's future based on chip pricing, period! Intel is sacrificing short-term profit for guarenteed long-term dominance. It sucks for short-term investors of Intel, but a few years out, probably the right move. (plus its great watching NSM and AMD, especially blow-hard Sanders, getting crippled by Intel's moves, especially if you are short AMD and NSM <ggg>). I'm looking forward to see Sanders squirm during tomorrow's CC after he predicts another Q3 loss. joey