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Technology Stocks : Intel Corporation (INTC)
INTC 36.26-4.3%12:20 PM EST

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To: SisterMaryElephant who wrote (85376)7/13/1999 11:08:00 AM
From: Tony Viola  Read Replies (1) of 186894
 
Steve,

Re I can understand how someone can like AMD, but where analysts like Tad completely weaken their position is that they see AMD's success at Intel's expense ( he has a HOLD on Intel, I believe ). I just can't see how this can happen. I can see success for AMD coupled with great success for Intel. I can also see success for Intel and failure for AMD (status quo). But there is no way that Intel will somehow "fail" and not take AMD down with it(big time, IMO). Clearly of all the "possible" scenario's, Tad has chosen the most unlikely one. This, IMHO, weakens his whole analysis. If he thinks that AMD is a strong buy, then Intel should also be a strong buy.

Call it Jack vs. the Giant in Jack and the Beanstalk, or David vs. Goliath fandom. Some like to find overwhelming underdogs and root for them, even with their wallets. Maybe they take pleasure in believing they've found something no-one else has. I personally despise throwing away earned money (or any other kind, for that matter).

Tony
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