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Technology Stocks : Intel Corporation (INTC)
INTC 36.26+0.3%2:43 PM EST
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To: Road Walker who wrote (177064)2/17/2004 2:17:30 PM
From: Lizzie Tudor  Read Replies (2) of 186894
 
I used to be gung ho on AMD vs. Intel wrt this 64 bit solution... I still think Opteron has the edge with the Linux and software community, but there is a larger problem with both stocks INTC and AMD, and that is the capex business cycle. Consumer industries never had the same pricing power as capex so I doubt intel maintains its 7x sales multiple as a consumer play, personally. I doubt this 64 bit annouce from intel does much for either company- AMD flat today, both stocks in the same old trading range.
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