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Technology Stocks : Intel Corporation (INTC)

INTC 36.51

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3:11 PM EST

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To: tcmay who wrote (136795)	6/6/2001 3:57:45 PM
From: Jim McMannis	Read Replies (3) of 186894

TC, RE:"A company like AMD, which currently exists as a parasite on Intel (and I mean no disrespect by that term...it just describes the biological relationship correctly), is always sensitive to being affected by how fast the big fish swims. "Hey, you're swimming too fast! How do you expect me to hang on?" Just what is the biological definition of a parasite? I don't think AMD fits that profile unless you consider Intel owns the entire CPU market by birthright. I haven't seen AMD complaining to the DOJ that Intel is swimming too fast, unlike the likes of AOL or Netscape vs Microsoft. It appears that Intel is still in scramble mode although not nearly as much as they were one year ago or before they regained the MHz lead with the P4. A better example of a parasite would be Rambus. Or just Lawyers in general. OTOH, Intel invited them to attach. For greed and domination purposes no doubt. Rambus has a lot of Lawyering experience, I expect them to continue to bring Intel to it's knees as long as possible. Do you honestly think Intel Execs sit around worrying that the DOJ is going to sue them? Maybe... Jim

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