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Technology Stocks : Intel Corporation (INTC)
INTC 48.72+3.0%3:59 PM EST
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To: John F. Dowd who wrote (169173)8/8/2002 9:14:17 PM
From: Yousef  Read Replies (1) of 186894
 
John,

Re: "AMD has to differentiate itself from INTC. They are never going to have
the budgets for R and D and therefore will fall on their butts unless they (AMD)
come up with a sound strategy."

Based on the slips in AMD's .13um process and products, it looks like
AMD has already fallen on their "butt", IMVHO.

Make It So,
Yousef
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