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To: Scumbria who wrote (65265)	2/2/2001 1:57:07 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

Scumbria: How do you invest? I have ownership of stock in companies with market caps of hundreds of billions of dollar, others with market caps of less than 3 billion dollars. The market caps go up and down. The traders reward or punish the companies. Personally, I value the story underneath the price. Right now the Intel story for me is far more compelling than the AMD story. I think Intel will use this next nine months when expectations for revenue growth are low to punish AMD with a vicious, no-holds barred price war. Intel can weather such a battle much more easily than AMD. Both market caps may suffer during this battle, but I think down the road Intel's will recover better than AMD's. I own Intel. I don't own AMD. I also don't need to sell a single share of stock I own to live on, so I can be patient. How do you invest?