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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Gottfried who wrote (7538)1/11/1998 12:27:00 AM
From: John Carpenter  Read Replies (2) of 95453
 
Yes, I read an article in this weekend's Barrons today about
good news for the next ten years. I'm interested in INTC,
because they can outspend their nearest competitor 20 to 1
on R&D. I think that they will continue to crush their
competitors by cutting prices on older chips-while outproducing
and outspending them on newer chips. It's a bit analogous
to the Cold War with the U.S. prevailing over the Soviet Union.

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