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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST

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To: Amy J who wrote (123856)12/30/2000 10:29:13 AM
From: kapkan4u  Read Replies (4) of 186894
 
I don't sell calls on AMD because I expect AMD to put INTC out in the next few years. INTC is bloated, lazy and extremely vulnerable. They are stuck with poor CPU designs (P4 and Itanic) for years to come. Intel's only hope is that AMD fails to execute on its roadmap. All the new age Internet and communication ventures don't matter. Intel has been riding the IBM PC design win for 20 years, but has not created a single successful business outside of the box.

Kap
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