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Politics : Ask Michael Burke
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To: ild who wrote (88491)1/14/2001 3:56:54 PM
From: marginmike  Read Replies (1) of 132070
 
Not to mention that AMD is finally providing comp in PC chips, whille BRCM, QCOM, ANd TI have left the station in Set top's and cell phones. INTC's glory days are over and they will need to reinvent themselves. They made a huge blunder not buying QCOm 3 years ago when it was a 3 billion company. They have no real product's in wireless to speak of. Their purchase of VLSI was a disaster to boot. If you want to play INTC just play MSFT who has a better franchise, margins, and much greater upside.
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