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

To: Scumbria who wrote (81864)	5/28/1999 12:40:00 AM
From: kash johal	Respond to of 186894

Scumbria, Re: "You are correct. PIII is selling great. No one wants Celeron, and prices are holding steady. Things have never looked better for Intel's CPU business." You may be right that things haven't looked better! AMD is manufacturing limited and Cyrix is exiting the business. And with 0.18 coming on line and the integration of the L2 cache rams coupled with the smaller die size of coppermine they are reducing manufacturing costs by $10-15 per cpu. I can see a scenario in Q4 easily where Intel has record profits and pretty good top line growth. I suspect that Q2 will be soft with the Cyrix dumping and bad PIII marketing. I suspect that in a few months some marketing heads will roll and they will get it right and that Coppermine will be a pretty good success. I see AMD having record sales in Q4 as well BTW. Unless Y2K screws everything up. Regards, Kash.