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


To: Paul Engel who wrote (113307)10/13/2000 12:43:32 AM
From: SisterMaryElephant  Read Replies (1) | Respond to of 186894
 
Paul,

<Superb analysis - THANKS !>

You're very welcome. Just a drop in the bucket compared to the many great posts from you and others.

<By this time next year, if Pentium 4 and ITanium are doing well, and the 0.13 micron copper process is kicking in, AMD will be on the run trying to dodge the onslaught of Intel's technology and manufacturing might.>

You may not be the only one with such a view. You would think that with AMD so grossly undervalued ( according to Jerry and the AMD threaders ) they would be busy buying their own stock. But Jerry won't touch it. He gives a reason like the business will take care of the stock price and there is no need to buy it. That may be true, but if it is such a great value, why won't an outsider make a bid?

Cheers.

SK



To: Paul Engel who wrote (113307)10/13/2000 1:16:46 AM
From: Joe NYC  Read Replies (1) | Respond to of 186894
 
Paul,

By this time next year, if Pentium 4 and ITanium are doing well, and the 0.13 micron copper process is kicking in

A lot of ifs. Intel used to be the sure thing. Now you have 3 ifs just to maintain the status quo.

Joe