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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST
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To: Tenchusatsu who wrote (104245)6/8/2000 5:25:00 PM
From: chic_hearne  Read Replies (1) of 186894
 
Re: Would you sell your AMD if Intel said tomorrow that they would totally drop Rambus? I'm guessing you wouldn't.

Tench,

It depends on the circumstances, but I would definately lighten up the load a bit from my current 100% commitment to AMD.

The funny thing is, this is my list of reasons why AMD is such a compelling buy:

1) Rambus

2) Current Intel management

3) DOJ (it's gotta scare Intel with what they're doing to Microsoft)

4) Copper, AMD's Dresdan, Intel's late 2001 (or whatever)

5) Athlon

Funny thing the Athlon ends up number 5, huh?

chic
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