Bill, it sounds like you have swallowed, hook, line and sinker, every negative that's been said about Intel, by all the Intel naysayers that have ever hung out on these threads. I have to admit that some of these guys are pretty slick and convincing writers. Thing is, they sounded just as convincing at AMD $48 and Cyrix $thirty something. Like, open up the brain and pour it all in, or, manipulate my jaw while you talk. Remember Paul Winchell and Jerry Mahoney?
If you believe what you say, the right move for you would be to go ahead and short Intel and buy AMD and NSM. Oh, don't forget IDTI! Buy them too! Take Humble Carl's margin route, even. It magnifies the results!
Tony |