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Politics : Formerly About Advanced Micro Devices
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To: dmf who wrote (95091)2/25/2000 2:13:00 PM
From: Paul Engel  Read Replies (1) of 1577014
 
dmf - Re: "Intel, Cisco, and Sun? If they are at Ground Zero now, what does that say for 5 years out? "

I still hold Intel but have sold my SUN and Cisco after some very large gains.

I am now selling PUT options on SUN.

Three or five years outs, these three should still be the Top Dogs on the Internet Porch - although I hope Cisco and SUN greatly increase their use of Intel Silicon - SUN especially, since SUN doesn't use much - if any - tight now.

Cisco uses a ton of Intel Flash as I recall.

Paul
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