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Technology Stocks : Intel Corporation (INTC)
INTC 36.26+0.5%3:59 PM EST
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To: Dan3 who wrote (119117)11/24/2000 12:58:14 PM
From: Tony Viola  Read Replies (1) of 186894
 
Dan, we'll see how much of a disappointment P4 is when it ramps faster than any chip in history. I think AMD is in trouble because of the MHz sells (™ McMannis) mantra. And, P4 will get optimized up the yin yang anyway because it's the 85% company chip. So, it ends up faster in all regards by way of the dual reasons of clock speed and optimization.

AMD has had one good stock run in the last 16 years. Do you really think they have the interest of the Street to have another. The way their PE has sunk, doesn't look like it.

Tony
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