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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Mary Cluney who wrote (93347)12/3/1999 3:47:00 PM
From: Road Walker  Read Replies (3) of 186894
 
Mary, re: AMD

I agree with virtually everything you said in your post.

I wouldn't invest in AMD, in fact I may go short at some time soon. I would take an even money bet that they will screw up within the next two quarters. I wouldn't think of buying an AMD powered computer. Intel is my largest and longest equity holding, and I think the company is, on balance, one of the greatest US companies ever.

Still, I'm impressed that this "little guy" can beat mighty Intel in the MP speed race. I can't help it.

John
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