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

To: Scumbria who wrote (96825)	1/20/2000 1:02:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

SCUMbria - Re: "It is pretty clear now that AMD has arrived. Since the Nexgen acquisition a few years back they have made very fast progress, and are now a serious force in the industry." AMD has always been a serious force in the industry. AMD's problem has been that they have been, largely, an UNSUCCESSFUL force in the industry. Right now, AMD has a device arguably competitive with Intel's best and they just posted a profit for the first time in 12 months. This is IDENTICAL to the situation that existed in April, 1997, when AMD introduced their K6-shooter and also posted a profit after a string of 4 or 5 quarterly losses. If you can see the future, more power to you, because I can't. AMD may blow Intel to Kingdom Come - but the smart money is betting that AMD is AMD is AMD - and that puts AMD directly in Intel's cross hairs - again. Intel carries a pretty big gun and lots of ammunition. And AMD has a big X painted on its chest. Paul