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Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%Nov 19 3:59 PM EST
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To: Paul Engel who wrote (72823)2/3/1999 11:54:00 PM
From: philipah  Read Replies (1) of 186894
 
Paul

Thanks for that PROMPT reply!

Given the high stock valuations
of most potential acquirers the
issue of currency becomes less
onerous for the buyer.

Just as Pepsi runs 2nd to Coke,
and Avis to Hertz, etc,
there probably is a relevant
(albeit overshadowed) space for an
alternative "commodity" supplier.

Commodity = low end,copycat,catch-up.

I'll go on record with this speculation:
@ some point,probably sooner than later,
the fat lady warbles, Jerry's evicted,
and AMD get's taken out.

Go INTC.

P
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