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Technology Stocks : Intel Corporation (INTC)
INTC 40.34-2.6%Dec 8 3:59 PM EST

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To: kapkan4u who wrote (123864)12/31/2000 2:53:39 AM
From: Amy J  Read Replies (1) of 186894
 
Kapkan, RE: "because I expect AMD to put INTC out in the next few years"

I would be careful. You sound like you are investing with emotion. If you've been burned by Intel, don't let it make you vulnerable into getting burned again, by way of an emotional leaning towards AMD.

I think Intel has around $14B in cash. They can generate in one quarter, enough cash to build a fab. I believe AMD would have a hard time building a fab on their cash - cash is always a big issue during any downturn in the market, which makes AMD vulnerable.

Also, from a product standpoint, AMD is beginning to fall behind again.

Regards,
Amy J
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