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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Robert Douglas who wrote (87564)	9/1/1999 10:52:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Robert, No argument here, Intel is an absolute machine. But AMD has done some impressive work recently, and is valued at about one percent of what Intel is. This can be a dangerous logic to use in investing. Once in a while the challenger topples the champ. We all have visions of young American hockey players beating the favored Russians in 1980. But when it comes to investing I think another sports comparison is better. How much more is Michael Jordan "worth" to a team than the 12th man on the team that scores 3 points a game? Good analogy: best player (in any sport, ever, IMO) Jordan, and Intel have >>> value vs. a 12th man or AMD. You could also point out that AMD is no Pippen, or even a Kukoc (Rodman?). Just because you're second, you don't get 1/2 or other high valuation fraction of an overwhelming leader. I hate to use this one, but there's the perennial second place Red Sox vs. the Yankees. I was in Las Vegas two weeks ago and the big Casinos with the sports betting rooms had the Yanks about 5 - 7 for AL champion, Red Sox at 15 - 1. And the Sox were "only" about 7 games out at the time. Back to more on topic, the guy on CNBC who does the Nasdaq highlights right after the market opens, and right after Maria does the NYSE highlights, said at least 2 analyst firms had new targets on Intel. One was for $90 and the other for $110. Caught it going out the door. Anyone have names, more detail? Tony