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Technology Stocks : Intel Corporation (INTC)
INTC 39.38+6.7%Jan 2 9:30 AM EST
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To: Paul Engel who wrote (89154)9/30/1999 2:03:00 PM
From: Charles R  Read Replies (2) of 186894
 
Paul,

<Intel is laying the groundwork for its future growth - with 64 bit processors already up and running - and Server Farms - already up and running - >

I agree with what you say to some extent but I have come to the conclusion that a lot of these activities are Intel's misguided efforts to diversify when the execution problems on Merced and Wilamette put their core business under threat.

<but you're still in love with a company that hasn't returned a yearly profit in FOUR YEARS. >

Intel is a first rate company on a downtick and AMD is a second rate company on an uptick. It will take a long time for AMD to get to the same league as Intel. That said, this business is unforgiving, if I thought Intel had anything that can compete with Athlon, I would be very long this stock.

<You exhibit extremely poor judgemental capabilities.>

Well, I have come to enjoy tweaking you. If you mistake it for judgement problem, that ain't my problem. My portfolio is doing fine, thank you.

Chuck
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