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

To: Burt Masnick who wrote (110794)	9/22/2000 11:19:24 AM
From: TigerPaw	Read Replies (1) \| Respond to of 186894

a hard time cracking through their old highs Sold Nov $45 puts. It seems to me to be a play that can't hardly lose. If assigned I will triple my INTC holdings. TP

To: Burt Masnick who wrote (110794)	9/22/2000 11:22:44 AM
From: AK2004	Respond to of 186894

Burt more about the competitive pressure and "the real reason" behind shortfall: Message 14435330 Regards -Albert

To: Burt Masnick who wrote (110794)	9/22/2000 1:08:32 PM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

Burt, <<<Intel now has some industrial strength competition from AMD. >>> Do the math. There is weakness globally. An invetory over hang. Given Intel's manufacturing capabilities (vis a vis AMD) and AMD manageent's proven track record to screw up, AMD according to Ashok Kumar is Road Kill. Given Kumars track record, I'm not going to ignore his analysis. As for Intel, Pogo said it best. We have found the enemy, and the enemy is us (Intel). Mary