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


To: John F. Dowd who wrote (74771)2/27/1999 5:52:00 PM
From: Joseph Pareti  Respond to of 186894
 
bought more, $120 9/16
The action Friday was a big pile of s**t, just another golden
opportunity to buy.

AMD=loser
INTC=winner

ML has found a good mock-up for Kurlak, ITS name is Milunovich.

I don't know what you guys have posted in the mean time but
it doesn't matter. I KNOW I AM RIGHT

Love you all
Joseph



To: John F. Dowd who wrote (74771)2/27/1999 6:23:00 PM
From: James R. Barrett  Read Replies (2) | Respond to of 186894
 
>>"And what are AMD's gross margins? How long can they keep losing $?"<<

That's a good question. If AMD goes belly-up Intel's price will probably double in less than six months. AMD has been hanging by their fingernails for years. Intel must decide how much profit they want to sacrifice in order to crush AMD once and for all.

I think AMD honestly believes that eventually INTC will capitulate and get out of the low end market entirely. INTC of course wants it ALL which I don't think is going to happen. INTC is no longer a monopoly.

Jim