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

To: Amy J who wrote (92344)	11/13/1999 4:45:00 PM
From: xstuckey	Respond to of 186894

Amy J, AMD's product (K-7) is successful in spite of all you read on the Intel thread. Thus, I believe the only thing that can keep the product (and the engineering support staff) from being acquired is modest or better success by the company, at least until the product is obsolete. I think this puts Intel in a ticklish spot for the immediate future. The "financial advice" guy on radio in Atlanta continually advises people to buy AMD, simply because he thinks it is the best value. His show is national; his name is Clark Howard. I think that's the popular viewpoint these days. Best Trading, X

To: Amy J who wrote (92344)	11/13/1999 8:13:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 186894

Amy, I hear that AMD has an array of poisonous stakes protecting Jerry and the manglement group. I do not know the details of the Poison pills that protect AMD from hostile takeovers...but they are reputed to be so onerous that no-one has ever tried to take AMD over. As AMD does better it will become even harder as the extra shares spawned will make it non-economic. AMD is saved for now by it's new products, new FAB, Flash renaissance and Intel's many stumbles. Flash can go away and Intel can get back on it's horse, new fabs do not age gracefully and new products may not follow for AMD.....so no careful business group will take a high ratio flyer to gain AMD, especially right now when any sniff of such a TO will make the shares fly to $50 or more. Bill