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

To: Bill Jackson who wrote (63604)	8/30/1998 7:11:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Bill, it sounds like you have swallowed, hook, line and sinker, every negative that's been said about Intel, by all the Intel naysayers that have ever hung out on these threads. I have to admit that some of these guys are pretty slick and convincing writers. Thing is, they sounded just as convincing at AMD $48 and Cyrix $thirty something. Like, open up the brain and pour it all in, or, manipulate my jaw while you talk. Remember Paul Winchell and Jerry Mahoney? If you believe what you say, the right move for you would be to go ahead and short Intel and buy AMD and NSM. Oh, don't forget IDTI! Buy them too! Take Humble Carl's margin route, even. It magnifies the results! Tony

To: Bill Jackson who wrote (63604)	8/30/1998 8:11:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 186894

Bill, This same argument was made only two years ago when MSFT was flat footed in their move to the internet. Supposedly they were going to be vanquished by the up and comer. Now it's Net-who???? "The battle does not necessarily go to the strong nor the race to the swift, but that is the way to bet." BK

To: Bill Jackson who wrote (63604)	8/30/1998 8:18:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 186894

Now they have a good chip in the new celeron, too good for Intels own good as it will crash their ASP and yet the bad celeron name and high costs will stop broad acceptance. How will it crash average sales price if few buy it because of the bad name? Make up your mind.

To: Bill Jackson who wrote (63604)	8/30/1998 8:35:00 PM
From: VICTORIA GATE, MD	Read Replies (3) \| Respond to of 186894

Bill Jackson re<I do not hold AMD or Intel and have never held either. I see the Intel/AMD wars as a classic example Now they have a good chip in the new celeron, too good for Intels own good as it will crash their ASP and yet the bad celeron name and high costs will stop broad acceptance.> > If you did not and will not long or short AMD /INTC why your so worry , May be just want to write a book call "The bad celeron name " or you just a big talker

To: Bill Jackson who wrote (63604)	8/31/1998 1:58:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Bill - Re: " I see the Intel/AMD wars as a classic example of a top competitor slowly and surely losing share and earnings to other more nimble competitors. " Intel has maintained good earnings - in case you don't know how to read a financial report - AMD has NO EARNINGS - ONLY LOSSES - for the past 4 quarters - until October, which will make it FIVE QUARTERS. As for Market share, Intel has recently had a market share FAR iN EXCESS of its historical market share - 85% to 90% vs. 70%. What you are seeing is AMD battling to regain LOST MARKET share at the expense of profits. AMD is LOSING MONEY to REGAIN WHAT THEY HAVE LOST. AMD is essentially selling $100 bills for $85 each ! If you study the numbers closely, you will find that Intel has indeed lost a little market share - but CYRIX/NSM has lost the MOST - and that is where AMD's market share gains have come from. Intel is making money - excellent money - while very slowly giving up market share. Paul