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Technology Stocks : Intel Corporation (INTC)
INTC 48.26-0.7%Feb 5 3:59 PM EST
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To: Dave who wrote (31000)9/3/1997 6:08:00 PM
From: Richard Tuck   of 186894
 
Dave,

As a INTC and AMD stockholder, I am experiencing mixed feelings. My relatively small AMD investment will lose money in the short term, but like a cat with nine lives, it will be back. On the positive side, my much larger INTC investment should prosper because INTC will feel less need to lower prices if MAD, er, AMD can't make enough parts to seriously dent INTC's market share. In the long run, I would like to see AMD sell about 5-10 million K6's per year on the low end of the market and INTC to sell the rest at a high ASP. In that way, I will profit on both my holdings and Intel will keep the DOJ at bay.
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