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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%3:59 PM EST

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To: Joe NYC who wrote (128091)2/22/2001 5:53:01 PM
From: Tony Viola  Read Replies (1) of 186894
 
Joe, >The bottom line is that Intel roadmap looks smoother, with fewer risks than AMD's, but AMD has a potential to leapfrog Intel, and leave Intel at the end of 2002 without a competitive product in any market segment. (ok, there is Xscale)

Do you really believe that? Where I see it, AMD has a winner in Athlon, but everything else they've done before or since has been fraught with delays, no shows and cancellations. Not that Intel hasn't had their own share of problems, but I think the worm has turned.

Tony
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