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

To: Joey Smith who wrote (59404)	7/7/1998 2:48:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 186894

Intel controls AMD's future based on chip pricing, period! Intel is sacrificing short-term profit for guarenteed long-term dominance. Joey, I think you are right on. Jerry said Intel would never sacrifice profits and couldn't compete with AMD on price. But even Jerry must realize now that Intel can get very aggressive on price. You mentioned earlier that nobody would probably buy AMD with its deteriorating outlook. Your post made a lot of sense. But where do you see AMD going? If AMD can't show a plan for profits, then the commercial banks funding its debt will start to get very concerned. This can't continue for much longer? Right? But I suppose as long as Jerry gets paid then it will continue. Dale

To: Joey Smith who wrote (59404)	7/7/1998 2:48:00 PM
From: Francis Chow	Read Replies (3) \| Respond to of 186894

AMD's days are numbered if they continue with their current strategy. Intel controls AMD's future based on chip pricing, period! I have a hunch :-) that AMD is selling all the 0.18 K6s and K6-2 they can make. Like the rest of the sector, Asia will probably hurt them this Q, as there is probably excess inventory of the 0.25 K6s (the 233s and 266s). We shall see . . . I expect AMD management to talk up Q3 and Q4, and it may be hard to believe their projections - but anyway they'll be in good company, because I expect Intel to do the same.