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

To: Jeff Fox who wrote (72863)	2/4/1999 3:57:00 PM
From: Jim McMannis	Read Replies (8) \| Respond to of 186894

Jeff, AMD is reporting they may incur a loss in quarter one. Between the predatory pricing of the Celeron and the 2 month delay of the K6-3 and K6-2-450 if appears that AMD has fallen again. The predatory pricing of the Celeron is taking its toll. DOJ will like that one. This coupled with the delays due to process problems has left AMD without any high margin chip, namely the K6-3 that they had been banking on. The K6-3 will debut at 400 in March and will be in short supply duringthe quarter. The K6-3-450 won't even be a factor. Meanwhile the Celeron 433 will debut and further pressure AMDs ASPs. So no wonder they will have a blah quarter. Appears the problem with all this is that it's dragging down Intel....Analysts don't like price wars but Intel has always come through with a profit. Appears Intel will be a buy at a lower level. Jim

To: Jeff Fox who wrote (72863)	2/5/1999 12:05:00 AM
From: carl a. mehr	Respond to of 186894

Jeff, You rang? The Humble One is here proclaiming a portfolio loss for today of 10.4%. The Lord works in mysterious ways to keep us humble. Here I was feeling so good about surpassing the old pinnacle that my portfolio had established the fall of 97, and then this had to happen. I used to buy on dips with lots of margin, but I am more careful and wiser now. Hope to see you and the rest of the gang at the Intel annual meeting in May. Intel will not give me the date; does anybody know? May not be able to make it as I leave for Europe on May 23 for a couple of reunions. humble carl