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Strategies & Market Trends : Waiting for the big Kahuna

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To: Knighty Tin who wrote (13445)1/23/1998 8:26:00 PM
From: Night Trader  Read Replies (1) of 94695
 
mike, I already own it - bought 18 months ago at 36. I've been thinking of selling it as I have the same concerns about the future as you but the thought of all that tax has put me off for the moment.

I think the competition to Intel is overrated - a company like AMD can come up with a good design but they can't manufacture it like Intel and if anything they're falling further behind. AMD might even drop out of the business altogether this year if they can't get the yields they need.

The lack of stimulus to upgrade is more of a threat - I'm hoping that voice recognition dictation will provide one. In the meantime I'm selling calls to ease my anxiety.
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