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Technology Stocks : Intel Corporation (INTC)

INTC 37.24

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3:16 PM EST

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To: Dan3 who wrote (165290)	5/21/2002 10:12:30 AM
From: Road Walker	Read Replies (2) of 186894

Dan, re: But AMD has a strong business plan that seems to be appropriate for this decade's market conditions. Intel's business plan seems rooted in the conviction that the roaring market for 32 bit CPUs, that we had in the late 90s, will return and then go on forever. A business plan is a piece of paper. Intel's gross margins represent real dollars. How long have you been touting AMD's potential, right around the corner, and missing what Intel actually accomplishes? Don't you ever get discouraged when AMD's "business plan" never turns into reality? John

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