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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (88491)	1/14/2001 3:56:54 PM
From: marginmike	Read Replies (1) \| Respond to of 132070

Not to mention that AMD is finally providing comp in PC chips, whille BRCM, QCOM, ANd TI have left the station in Set top's and cell phones. INTC's glory days are over and they will need to reinvent themselves. They made a huge blunder not buying QCOm 3 years ago when it was a 3 billion company. They have no real product's in wireless to speak of. Their purchase of VLSI was a disaster to boot. If you want to play INTC just play MSFT who has a better franchise, margins, and much greater upside.

To: ild who wrote (88491)	1/14/2001 5:11:22 PM
From: mishedlo	Read Replies (1) \| Respond to of 132070

But I agree with you that "Even when you are right, if everyone else is wrong, you are wrong" Exactly. When INTC MSFT and CSCO now longer matter to the market, when new leaders have emerged(whoever they may be) then the bottom will be in. Bottom 1-2 months out with a retest in August is my call. M