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Technology Stocks : Intel Corporation (INTC)

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To: f.simons who wrote (113558)	10/14/2000 2:28:01 PM
From: Paul Engel	Read Replies (1) of 186894

Frank - Re: "If AMD has a plan for the future besides making faster and faster CPUs and selling them for less and less money, we haven't seen it." Excellent observation. AMD is a 1 1/2 dimensional company (CPUs + Flash). There future is predicated on the future of these markets as revenue generators. They have no other growth paths. As you note, Intel's investments in future businesses aren't yet adding to the (already huge) bottom line, but they are laying the brick work for a new Intel in the new economy. Paul

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