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Technology Stocks : Intel Corporation (INTC)
INTC 35.94-5.1%Nov 13 3:59 PM EST
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To: Paul Engel who wrote (85318)7/12/1999 12:20:00 PM
From: Charles R  Read Replies (4) of 186894
 
"Going long on AMD and Short on Intel was unwise in the extreme."

I like your use of the "was". Couple of years back I had friends at Intel who were negative about Intel and at least one of whom went seriously short Intel and long AMD at K6 introduction. And, boy, wasn't he sorry. The positive ones at Intel, at that time, were pretty sure that PII would pull it off and stuck to Intel and were richly rewarded.

Now, there ain't anything that Intel watchers (or insiders) see to counter AMD on K7 - especially after the Coppermine fumble. The giant is walking very gingerly into this Christmas season hoping for continued fumbles from AMD - that ain't a winner's strategy in my book.

Speaking for myself, current INTC short is well worth the risk. Yes, I could lose but I think the odds are in my favor. If I were to have a loss I would write it off against the profits on Intel over the years and wouldn't even flinch.
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