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

To: Joey Smith who wrote (65021)	9/17/1998 8:21:00 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

Joey, What percentage of CPU's do you think AMD will have in Q3. At 4M sales out of 20-25M for quarter that's around 15-20%. Once Cyrix gets cranking in Q1 it is certainly possible that AMD/Cyrix grab 30% market share. Both AMD/Cyrix have much smaller die than Intel. So Intel's key leverage is being several speed grades ahead. If they are only 1 speed grade ahead in Q1 next year, they will be in big trouble. Joey, load up in Intel buddy and let's see the fireworks in 6 months time