Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: ajbrenner who wrote (51203)	2/27/1999 3:33:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1571042

Aj, Re: Intel earnings for Q1 I think Intel should have blow out earnings this quarter. The only concern is the recent CPQ statements regarding slow sales. I think there has been a lot of folks waiting for the PIII instead of just buying the PII's. The server side of the biz is still exploding. I think Q2 is when the problems start for Intel if AMD really ships adequate K!!!'s. And if the K7 comes out on time and in volumes in Q2/Q3 then you have real problems for Intel. Intel has great margins everywhere there is no competition from AMD. They have lousy margins when AMD has competing products. I will probably buy some Intel puts in a few months. I can easily see a $50-80 price for Intel within 6 months if AMD delivers. Regards, Kash