Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.81

+0.2%

Nov 25 3:59 PM EST

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To: Burt Masnick who wrote (110794)	9/22/2000 1:08:32 PM
From: Mary Cluney	Read Replies (3) of 186894

Burt, <<<Intel now has some industrial strength competition from AMD. >>> Do the math. There is weakness globally. An invetory over hang. Given Intel's manufacturing capabilities (vis a vis AMD) and AMD manageent's proven track record to screw up, AMD according to Ashok Kumar is Road Kill. Given Kumars track record, I'm not going to ignore his analysis. As for Intel, Pogo said it best. We have found the enemy, and the enemy is us (Intel). Mary

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