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

To: Scumbria who wrote (73558)	2/12/1999 7:24:00 PM
From: Alok Sinha	Read Replies (2) \| Respond to of 186894

You wrote: "It is baffling to me why the Intel supporters on this thread are having so much difficulty seeing what is happening to the company. Intel bet the farm on Merced and are about to get whacked by AMD." I don't really feel strongly for Intel one way or another (I do have a few hunderd shares on which I continuously write covered calls) BUT Which planet do you reside in ? They have been in the mode of "about to be whacked by AMD" for the last 7 years. Regards Alok

To: Scumbria who wrote (73558)	2/12/1999 7:39:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 186894

Well, they do have another farm called McKinley. But Merced seems like a basket case, at least for the moment. That alone wouldn't worry me; the original Pentium was a basket case at first, too. The real problem: looks like PC growth is moderating while margins are shrinking. If true, both AMD and INTC are in trouble; it's just that AMD is priced for trouble, and INTC is priced for perfection. Dell's action today in response to mild news shows what happens when merely very good reality hits a stock priced for perfection. Thus my puts. mb