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

To: Joseph Pareti who wrote (132471)	4/16/2001 7:15:19 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Joe, None of the above. From an Intel competitive perspective, my concern is based on P4's performance on the collective benchmarks. I have about half a dozen balancing reasons not to be concerned. Remember that I'm not thinking about this quarter or next quarter, I'm thinking 4th quarter and beyond. It's going to be interesting to see how the next year plays out. At some point I may even decide that I don't want to be invested in microprocessor companies at all. It depends on the behavior of both companies. How they maintain the marketplace is more important to each company than their competitive positions. John