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

To: Road Walker who wrote (130668)	3/22/2001 7:11:03 PM
From: Jim McMannis	Respond to of 186894

RE:"The trend in the industry is much more important than the competition between AMD and Intel. As should be perfectly clear right now, a few points of market share is much less important than end user demand. Both threads get involved with arcane performance measurements, fantom launches, delayed products, when 90% of the stock price of both companies is dependant on the health of end user demand." Bravo John, well said. I might add...Argueing the fine engineering points doesn't make a lot of difference if the overall market gets quartered. Kind of like argueing over who gets waterfront while the planet is getting nuked. Jim

To: Road Walker who wrote (130668)	3/22/2001 9:23:18 PM
From: tejek	Read Replies (1) \| Respond to of 186894

John, There is a smaller matter called market cap. When AMD's market cap approaches Intel, I think we'll all be interested. Until then, it's just a short term numbers game that obsessive people think is somehow significant. The irony of all this is that I own some Intel and no AMD. I think it was the irrational exuberance of today's Naz coupled with my spring fever that caused me to fall back into the golden, olden days of last February when I was sitting on big profits, generated by many but mostly by my AMD shares, and when we trashed Intel on a regular basis. Actually, what makes me puke now is the Naz on most days. ;~)) ted