How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 486.98

-1.4%

Nov 19 3:59 PM EST

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To: ed who wrote (20207)	4/10/1999 10:55:00 AM
From: John F. Dowd	Read Replies (1) of 74651

ed: Good post except that I don't think your conclusion re INTC is valid. AMD cannot go on losing $$ forever. They will be recognized soon as an unreliable supplier with a questionable ability to support their product. As standards for media and communication get worked out these things will be increasingly incorporated into the function of the cpu which will bode well for INTC. AMD caught up a little to INTC due to the bottleneck of bandwidth but given INTC R&D we are really comparing Mercedes to KIA or Jugo here. JFD

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