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.

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

To: Scumbria who wrote (82838)	6/5/1999 9:25:00 PM
From: Process Boy	Read Replies (4) \| Respond to of 186894

SCumbria - <Theoretically speaking, what would happen to the price of INTC if some killer K7 benchmarks were released?> Probably go down for a few days. But, as Amy has said, PIII vs. K7 isn't the only thing long termers look at with regard to INTC. AMD is one dimensional. INTC is not. Also, killer benchmarks does not preclude AMD being able to successfully transition two fabs to .18. I.e., games nowhere close to over, even if "killer" benchmarks are announced, AMD still has to demonstrate they can manufacture the thing. And at 1M units this year by AMD's own estimates, actual downside risk to INTC is minimal this year. What is it with you and INTC's stock price anyway? Why not worry about how to get AMD's stock price up, instead of worrying about how INTC's price could go down? PB

To: Scumbria who wrote (82838)	6/6/1999 1:07:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "Amy, Theoretically speaking, what would happen to the price of INTC if some killer K7 benchmarks were released?" Scumbria Hi Scumbria, I had said, "Intel will eventually head up, although it may not be as soon as June/July etc." But, as you know, even if AMD released a KILLER K7, the subsequent waves of Intel's next releases in the high-end, have essentially turned AMD commons into risky options, with a short-term potential, but an expiry which may be rather permanent this time. Amy J