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

To: Paul Engel who wrote (77528)	4/1/1999 1:17:00 AM
From: Amit Patel	Respond to of 186894

To: Paul Engel who wrote (77528)	4/1/1999 1:33:00 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

re: Where's the justice ? The wheels of Justice grind slow, but they grind exceeding fine. Just wait awhile, Peter is eventually going have to talk to Paul. :)

To: Paul Engel who wrote (77528)	4/1/1999 1:37:00 AM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Paul, have you heard anything coming out of Pandesic? With all the market caught in Internet fever, you would think Intel/SAP would be promoting their e-commerce venture... joey

To: Paul Engel who wrote (77528)	4/1/1999 10:24:00 AM
From: Burt Masnick	Read Replies (4) \| Respond to of 186894

I see on the AMD thread that AMD is allegedly postponing their release of first quarter results from April 6 to April 14. The nominal reason for this is that they have not completed restructuring plans, whatever that means. If the report is true, and we haven't seen it on the wires, that would cap a period where AMD ducked virtually every investor conference in the recent past, announced a forthcoming loss of significance, has seen prices for their product sink fairly rapidly and witnessed a serious counterattack from Intel on the lower price consumer front. They have had to goose voltages to compete on the MHz front. Their yields can't be very good and they announce that they will fall short on unit deliveries. Oops, I forgot to add the Jerry said that AMD is winning. On the AMD thread, this entire sequence of events is taken as proof positive that everything is ducky with AMD. They believe that Intel is run by Darth Vader's evil brother. Or Elmer Fudd. There is a belief there that that Intel management is simultaneously diabolically clever and massively dumb. AMD is building debt (I have heard a rumor that it might have to be repaid one day), sold their headquarters and betting what is left of the ranch on a new design - new process combo that is nearly certain to be late. My first tutor in investing would have called this a "special situation" stock - long odds but a potentially large payoff if successful. Sort of like Lotto (which my wife's cousin calls a tax on fools). I have to give one thing to the holders and speculators in AMD - it is interesting. Reminding one of the Chinese curse, "May you live in interesting times". Good investing, Burt