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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST

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To: Jim Patterson who wrote (48932)2/26/1998 5:19:00 PM
From: PAUL RUBIN  Read Replies (1) of 186894
 
Jim,
Good concept, but it is quite unlikely that you can project AMD out for 2 + years to do well. They have never had a run of more than a couple of good quarters in the processor market, and Intel is increasing the heat with better processes, new socket, and new designs. The trouble AMD has had building their parts so far will only get worse. However, having IBM fab them can help, but at not enough of a good price to generate the profits they need to continue to keep pace with Intel. JMHO.
Paul
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