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

To: Tony Viola who wrote (92400)	11/14/1999 1:41:00 PM
From: Lyle Bean	Read Replies (3) \| Respond to of 186894

INTC can no longer maintain there growth through processors. With a market cap of 250 billion INTC is limited bye there size. AMD is far better from an investment perspective at this point. The underdog has a better product pure and simple. Intel Inside just does not mean much with technology changing so quickly now days. When DELL and MSFT announce they are using AMD, INTC will continue to slide.

To: Tony Viola who wrote (92400)	11/14/1999 2:04:00 PM
From: Cirruslvr	Respond to of 186894

Tony - RE: "What key alliance has AMD ever struck that significantly furthered their business plan?" The Flash deal with Fujitsu (FASL), the Moto deal where AMD gets Moto's process technology, and the upcoming Dresden partner. FASL is having an significant affect on the company because flash is growing significantly. The Moto deal is also significant because AMD can use advanced technology to make the AThlon. The upcoming Dresden partner will help lower costs.