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

To: Dan3 who wrote (119128)	11/24/2000 7:14:48 PM
From: Tony Viola	Respond to of 186894

Dan, OK, Mexican standoff. I think you make some good points, but I continue to see AMD as being in far and away the best position it's ever been in. I think it's most likely that Intel will continue to do very well, but that AMD will be gradually increasing market share, the number of markets in which it is a player, and dramatically increasing its profitability (for the reasons I posted earlier). Tony

To: Dan3 who wrote (119128)	11/24/2000 11:42:44 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Lewinsky-Dan - re: "AMD will be gradually increasing market share, the number of markets in which it is a player, and dramatically increasing its profitability (for the reasons I posted earlier)." Sure - like for the reason that AMD will start 0.13 micron production NEXT MONTH !!! What a great reason. What a hoot !! AMD - 0.13 micron next month - ASM steppers ready to go - 18 month advantage over Intel ...copper in place.....yada yada yada. Blow Hard Boy makes another BONE HEAD CALL. Paul