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

To: Road Walker who wrote (134610)	5/10/2001 10:03:34 PM
From: THE WATSONYOUTH	Respond to of 186894

Maybe I am getting concerned too early. Maybe when I posted the same concerns two quarters ago I was way too early. I don't know, and I'm wondering how low the stock price will go before I make up my mind. Maybe a whole lot lower. THE WATSONYOUTH

To: Road Walker who wrote (134610)	5/10/2001 10:14:14 PM
From: kapkan4u	Read Replies (1) \| Respond to of 186894

<Maybe I am getting concerned too early. Maybe when I posted the same concerns two quarters ago I was way too early. I don't know, and I'm wondering how low the stock price will go before I make up my mind.> Intel investors need to wake up and smell the coffee. Take smaller gains or cut the losses, but get out around $30 while you can. It is a friendly advise and I mean it. I am not short Intel or long AMD at the moment. Communication and Internet hosting blunders are only a small of the pending disaster. The biggest driver is that Intel has lost its monopoly in CPUs. They don't know how to operate in a competitive environment. They never have until now. Not only Intel lost its monopoly when AMD shipped Athlon, but at the same time, Intel made a perfect sequence of blunders culminated with P4/RDRAM/QuadFSB combination. this combination of huge die, expensive memory and expensive motherboard gives AMD a perfect umbrella to thrive under. AMD will gradually take mobile and server sockets from Intel as well as penetrate commercial accounts. Wait long enough and you will be sitting on a $5 stock. Regards, Kap