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Technology Stocks : Intel Corporation (INTC)
INTC 50.59+4.9%Feb 6 9:30 AM EST

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To: Neal Glunn who wrote (12893)3/1/1997 10:27:00 PM
From: AK2004   of 186894
 
Neal
what does it mean being superior? Intc got more resources than amd, no doubt about that. And intc would probably hold more of a market share than amd for at least another few years. But I do think that amd got an upper hand right now and that intc would loose substantial portion of the market. Farthermore, IMHO, intc would not be able to maintain their margins for much longer. Given that and the fact that intels market cap is about 25 times larger than amds I think that amd as an investment is a much much better bet than intel.
Now about RayW's and me trying to conspire against intel in order to move prices. I never thought of myself being that powerful. I do not believe that niether me nor RayW can really affect the intel prices.
Do I love Intel? I am not in love with any company and that would include amd. I think intel is very good company that is way way over priced and if it would ever reach the point when I would feel that it is underpriced I would buy it. But I will repeat it again if it will ever reach that point it would not be because of me or RayW.
Best of Luck
-Albert
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