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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: Scumbria who wrote (77077)	3/23/1999 10:54:00 PM
From: exhon2004	Read Replies (1) of 186894

Scumbria: re >>You can expect this to seriously impact Intel's bottom line, to the tune of billions of dollars a year.<< My investment horizon is 12 to 15 years and I don't react to near term market conditions unless I believe new information changes my rational for holding a stock. As far as amd goes I believe one of the following three things will happen to them in the next two years: - Jerry Sanders will be ousted and a new ceo will sell or exit cpu business and focus on niche businesses where amd can be profitable. (eg Used limo business??). - amd's valuation will become so low they will be bought out by another company. SG Thompson would be a logical choice as the arrogant French *ALWAYS* believe they can run a business better than English speakers, (Jerry only qualifies as one of those as he doesn't speak any other language). eg Bull Information Systems, American Motors/Renault. - amd will file for protection from creditors. Not too bad really! Two out of three of these must seem downright palatable for amd shareholders.

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