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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST
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To: gnuman who wrote (46843)2/1/1998 12:29:00 PM
From: Fred Fahmy  Read Replies (2) of 186894
 
Gene,

Given you constant fear of Intel's potential errosion and AMD's bright future why haven't you traded in your INTC for AMD??? Or have you?? You have been considering buying AMD for many many months. What are you waiting for? Everything in the industry (excluding yields) is going their way right?? The dynamics of the industry (as you read them) will obviously favor AMD in a big way and really hurt INTC. Everyone knows that Segment 0 is the future of computing and will drive the technology revolution for now on. Yup, the low end is the future of computing, at least according the pundits (who have been right so often in the past.....NOT). Who needs mainframes, who needs mid-range computers, who needs powerful servers...definitely not AMD customers. Segment 0 is all we need from now on. AMD realizes this and that's way Intel's recent P333 .25 chip doesn't concern them. I mean, really, who needs a P333 processor, let alone a 400 or 450??

One point of clarification. Earlier you said that the transition to PII is not happening as fast as Intel planned or wanted. This is simply untrue. In fact the transition to PII has been the fastest ever for a new CPU line and was so fast it took Intel by surprise.

FF
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