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


To: Paul Engel who wrote (64989)9/17/1998 11:19:00 AM
From: GVTucker  Read Replies (1) | Respond to of 186894
 
Paul--Wall St analysis 101:

There is a difference between increasing an estimate and upgrading a stock.



To: Paul Engel who wrote (64989)9/17/1998 5:29:00 PM
From: kash johal  Read Replies (3) | Respond to of 186894
 
Paul,

I think he does not see an overall up trend.

He see's AMD gaining marketshare.

AMD will ship 4M chips in Q3 and up to 5M in Q4.

Next year they could have 30% of the market.

Bad news for Intel IF they pull it off.

A $40 stock price for intel looks likely if they do pull it off.

Regards,

Kash