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

To: Dale J. who wrote (59540)	7/8/1998 8:06:00 PM
From: kash johal	Read Replies (2) \| Respond to of 186894

All I am saying is that AMD is getting ready to build 4-5M k-6's next quarter and NSM and IDTI are ramping as well. Folks are planning to build 2x the product in the previous quarter. This may be insanity (surely it is) but it cannot be GOOD for INTEL. Intel has been making good money even in the low end, now they have Xeon ramping up to increase margins at high end, but if 300Mhz CPU's become commodity it will be good for no one. I agree with you on the long term, I just think all the crowing about AMD's lossess is misplaced. regards, Kash