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Technology Stocks : Intel Corporation (INTC)
INTC 36.08-3.2%Dec 17 3:59 PM EST
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To: kapkan4u who wrote (166203)6/11/2002 5:13:09 PM
From: fingolfen  Read Replies (2) of 186894
 
I bought my first AMD while still at Intel in November 1998, after learning the first details about K7. Few months later I was completely out of INTC. There was a remote chance of credible competition to the monopoly -- the risk I was not willing to take.

I've heard the "monopoly argument" a lot of times... I'm not convinced it holds water. By getting out of Intel in 1998, you missed a lot of profit in holding Intel. I bought and sold several times from 1998-2000 and made a fair amount of money each time. Holding AMD long through that same time period would have netted nothing (unless you played the couple of peaks on AMD).
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