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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: Dan3 who wrote (141406)8/12/2001 7:57:44 PM
From: Tony Viola  Read Replies (1) of 186894
 
IBM for decades wouldn't sell any of their bleeding edge technology from their semiconductor or disk drive divisions to anybody, much less to a competitor. While they were coming out of their big losses period in the early 90s, they changed strategy completely, to one of selling anything to anybody, even their fiercest competitor. Gerstner has been accused of being the type to sell his mother if he could get a good profit out of it. This was to make sure they stayed strongly in the black, not having liked losing money for probably their first time ever. Since that change in strategy, they've hyped several technologies like a flasher on the street showing watches (fooled ya). They took Cyrix and AMD in as foundry customers and fleeced them real good. Now, they'll probably sell AMD the mediocre grade SOI, while keeping the good stuff (if there is such a thing) to themselves.

I'll take in-house technology development and decision making, when the company has 30+ years doing it, like Intel, over being a "whattaya got today Mister IBM, SIR", lapdog like AMD.

TV
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