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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: dmf who wrote (95091)	2/25/2000 2:13:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1576003

dmf - Re: "Intel, Cisco, and Sun? If they are at Ground Zero now, what does that say for 5 years out? " I still hold Intel but have sold my SUN and Cisco after some very large gains. I am now selling PUT options on SUN. Three or five years outs, these three should still be the Top Dogs on the Internet Porch - although I hope Cisco and SUN greatly increase their use of Intel Silicon - SUN especially, since SUN doesn't use much - if any - tight now. Cisco uses a ton of Intel Flash as I recall. Paul