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

To: Process Boy who wrote (80520)	5/6/1999 8:23:00 PM
From: Smart Investor	Read Replies (2) \| Respond to of 186894

What the fuss! PC is still growing, and INTC makes money on every chip. If you do not like the dominant INTC, go and buy some AMD. I guess those stupid analysts should start upgrade AMD. After all, they did upgraded losers like NSM. Do these guys have any credibility? I hope they will bash INTC even more, so I can load it up for a double in 6 months after Win2000 is released.

To: Process Boy who wrote (80520)	5/6/1999 9:24:00 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

PB, Re: 550's and high end. I agree that they will sell every PIII 500/550 they can make and every Celeron 466 as well. I guess the only problem is likely to be the PIII 450 as it is priced 2x the faster Celeron 466. From a margin perspective Intel should be OK as long as the binsplits favor high end. Perhaps you or Paul can answer that. Is the sweetspot 500Mhz and above?? For AMD of course it is not good news as their 50% point is around 433Mhz at best. PS K6-2 400's are below $90 now at pricewatch so OEM price is probably in the $70-75 range. Regards, Kash. .