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

To: Dan3 who wrote (119256)	11/26/2000 3:38:39 PM
From: Mary Cluney	Read Replies (4) \| Respond to of 186894

Dan3,<<<An IT manager looking to upgrade existing systems may well find that P4s offer little or no help in improving the responsivness of existing systems that are running these applications, while an Athon shows an obvious improvement. >>> You can no doubt argue endlessly the merits of Athlon over the P4. There is no way I can match your technical expertise. But, the fact of the matter is that AMD has no credibility and presence in the IT world. AMD has enough problems just keeping its head above water - and is not assured of survival. They do not have the resources to compete in the IT market much less influence the direction of the future of IT computing. Their (AMD's) best bet is to hope that Intel succeeds in that environment and somehow bottom feed in that market. I envy your technical knowledge and your passion for this field. I think you provide a great service to this thread. Too bad you treat this as a blood sport and have to compromise yourself to prove your point. Regardless, I believe you also have a responsibility. There are many investors who come to this thread seeking due diligence for their investments. I know you don't mean to do so, but your advocacy could unwittingly cause investors to lose money. I remember very clearly, how a technical type caused me to lose a huge amount of money (actually not to make a lot of money) when years ago I was ready to invest in Qualcom, I read an Alan Abelson column in Barrons, where a well meaning professor type was advocating with utter finality that CDMA was a fraud and that it would never work. As a result, I did not invest in Qualcom (about 1000 shares) in around 1995. The rest is history. I understand your passion. I understand your technical expertise. But, please consider your comments in light of risk management and equity investing. There are people out there investing for widows and orphans - and you may influence their decisions. Regards, Mary