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

To: John Koligman who wrote (65259)	9/22/1998 11:12:00 PM
From: StockMan	Read Replies (1) \| Respond to of 186894

Re -- What if they continue to receive additional financing and keep this up for the next five years... Not a chance.

To: John Koligman who wrote (65259)	9/23/1998 12:46:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

John - Re: " don't give a damn if AMD is losing money or not. What if they continue to receive additional financing and keep this up for the next five years??? I'd like to know how that might affect Intel????" You seem to think that you have all the answers - you must have this answer as well. Paul

To: John Koligman who wrote (65259)	9/23/1998 9:26:00 AM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

John,>>> What if they (AMD) continue to receive additional financing and keep this up for the next five years??? I'd like to know how that might affect Intel???? <<< It is fairly clear that in the technology universe, the guys who come out with only a Me-Too-Product rarely succeed. AMD has had sufficient time and money spent on them to prove that they cannot and will not succeed. They will forever be a day late and a dollar short. Nontheless, they serve a useful purpose - they keep Intel on their toes - making sure they stay in competitive trim - and best of all they keep DOJ at bay (otherwise it may be an open and shut case). Intel's main worries are the world economy - (what is good for the world's economy is good for Intel), an egomaniacal analyst out to do them in, and friends like the Field Marshall at Compaq. With friends like Herr Pfeifer, you don't need enemies. IMO, as far as the world economy is concerned, once the East Asian economies hit bottom and turns around, the next bull market will make the last bull market look puny. Craig Barrett is here to make sure that Intel will take full advantage of it. Remember buy low.... Mary

To: John Koligman who wrote (65259)	9/23/1998 10:44:00 AM
From: kash johal	Read Replies (3) \| Respond to of 186894

John, Intels price would have been in the $160+ range if AMD was not around. Another 4M pcs/qtr and at least another 1Bn/qtr in net profit due to higher ASP's. AMD ships quality silicon as do all major semiconductor manufacturers including Intel. AMD has been a day late and a dollar short in fielding competitive CPU's since the good ole 486 days (when it captured 50% of the market). However they are catching up with the Nexgen design team. The K6 was good, the k6-2 with 3d is very good. By all accounts the k7 will kick ass with anything that intel has preannounced. In Q4 once the 400Mhz chips some out they will be one speed grade behind Intel. It IS VERY CLEAR that when AMD has a competitve (at speed CPU) Intel can no longer get high margins. AMD's K7 design, architecture and die size all look great vs Intel. The big question will be their ability to ship in high volumes and ability to deliver performance in the 400-600 Mhz range. If they can do this Intels stock price will be less than half of what it is now. There are lots of people who think that Intel's success is pre-ordained like Paul and just keep praying that AMD will go away. In fact AMD will be close to profitable this quarter and will be profitable in Q4. In fact the Dresden fab is coming on and by mid year 99 AMD will have doubled it's CPU capacity to 10M cpu's per quarter. If you dislike AMD and like Intel, I suspect that Q1-2 99 may be a good time to pick up Intel at lower prices but I agree their long term future is assured with Merced.