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

To: Paul Engel who wrote (59741)	7/11/1998 3:34:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Paul, OK, this is the last quarter for AMD to fish or cut bait. You've bought some AMD...let's see what happens. Sure it's bottom fishing...and there are a lot safer and better investments besides chip makers. Jim

To: Paul Engel who wrote (59741)	7/11/1998 10:11:00 PM
From: TTOSBT	Read Replies (1) \| Respond to of 186894

Paul, Re: "Intel's profits have been flat to down but are still above the BILLION DOLLARS/QUARTER mark - despite aggressive price cutting. How do you think Intel keeps making these profits in spite of deep price cuts? " I read some where (I forget where?) that Intel's ASP is between $2-$4 below normal as Intel cuts cost when they lower prices it's a systematic process they are very good at. Besides they do not have the debt to worry about that AMD does. I guess that's what AMAT's loses are about also (among other things of course)? TTOSBT