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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 3:59 PM EST

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To: Road Walker who wrote (171648)10/17/2002 7:14:26 PM
From: Amy J  Read Replies (3) of 186894
 
Hi John and Thread,

So Intel pushes another competitor off the ring, and the analysts reward this with gloom and doom. Long-term investing is obviously only 3 months long.

Motorola spun off their division this week. That leaves mainly AMD & Via. My prediction is AMD puts their s/c division on the block after doing the obvious.

Intel's real remaining threat appears to be Via and another one in the comm biz. Is Via a public company? What's their cash-on hand. They don't bleed cash like AMD does.

I missed a good chance yesterday to pick up some INTC in my 401k at work.

Regards,
Amy J
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