Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: Gary Ng who wrote (96815)	1/19/2000 11:32:00 PM
From: Paul Engel	Read Replies (1) of 186894

Gary - Re: "Do you think 2000 will be a profitable year for AMD ?" I couldn't begin to guess. Right now, It's BOOM TIMES in technology - and nearly every technology company is doing great. AMD, however, has a long track of screwing up badly - all on their own. As you noted, Intel's Coppermine is ramping rapidly - and INCREASING IN Speed - almost monthly. Intel's manufacturing capacity can be brought to bear on AMD - shoving AMD back in to the low priced commodity arena. Buying Leap puts is a cheap way to bet some money on AMD's future missteps. However, if you don't like AMD's chances, any AMD missteps will ultimately benefit Intel. So I recommend that instead you bet on Intel's ultimate success - not on AMD's "possible" demise. In the long run, an Intel investment has almost ALWAYS paid off handsomely. Paul

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