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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.3%12:59 PM EST
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To: Paul Engel who wrote (63599)8/30/1998 6:37:00 PM
From: Bill Jackson  Read Replies (5) of 186894
 
Paul, I do not hold AMD or Intel and have never held either. I see the Intel/AMD wars as a classic example of a top competitor slowly and surely losing share and earnings to other more nimble competitors. Intel is unwilling to simply compete, and fabricated the failed slot 1 scheme to hold off the hordes. Now they have a good chip in the new celeron, too good for Intels own good as it will crash their ASP and yet the bad celeron name and high costs will stop broad acceptance.

Bill
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