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

To: Paul Engel who wrote (67501)	10/28/1998 10:03:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 186894

Paul, Actually you know that is a very valid concern. With the KNI hype starting Intel has to be careful not to stall current sales and also not to have too many non-KNI wafers on the go. They also have to make sure that they balance the wafers correctly because much like the PMMX introduction they have 3 distinct masks to process (Celeron, KNI PII, vanilla PII). This could either be excellent for Intel or a big mess. Steve PS. I am considering some Intel as an AMD hedge play.. thinking about it anyway ;-)

To: Paul Engel who wrote (67501)	10/28/1998 11:29:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

Paul Engel. Re: "Intel was stuck with a huge pipeline full of the non-MMX's and stumbled during the conversion in Q1 and Q297." Based on history this is a legitimate concern. However, I wonder if we now face a different situation with the the shrinking of the inventory in the channel and more companies following the BTO model. Hopefully, Intel learned that lesson too. HL