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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (85895)1/7/2000 6:06:00 PM
From: Greater Fool  Read Replies (1) of 1573073
 
Sometimes I think I am indeed the greatest fool of them all. Last one in the door, last one out, and with empty pockets to boot.

Anyway, to answer your question: Networking, communications, fiber optics, general semiconductors.

I think Intel doesn't have upside and, though AMD has enormous percentage upside, it simply is too risky.

One caveat on my Intel position: If Intel does enough successful investments, the market might value it on that basis alone. CMGI, for example, commands a market cap using far less cash than Intel has available. So Intel could have upside on that basis.
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