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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
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To: pgerassi who wrote (145392)10/16/2001 4:12:42 AM
From: Amy J  Read Replies (2) of 186894
 
Pgerassi, RE: "They want to have their cake and eat it too. Aren't you implying that Intel is uncompetitive without special ongoing subsidies?"

Let's get real, Intel is about to eat AMD's lunch in the next year or so, maybe about when Sanders retires. AMD's products seem like they could max out. Meanwhile, Intel has recently inherited many world-class designers - and Intel's got a solid lock hold on this expertise. The only real issue to Intel's traditional mpu market, is probably VIA. I honestly don't understand why we talk so much about AMD, when VIA is the real potential issue here.

Regards,
Amy J
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