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

To: Dan3 who wrote (138376)	6/29/2001 9:34:15 AM
From: Mary Cluney	Respond to of 186894

Dan, <<<I've been posting the notion that the market has changed to favor AMD's business plan over Intel's for many months now - and I've been right. Look at the changes in earnings for each company over the past few quarters. The market for CPUs has matured since Y2K, and margins no longer support the Intel plan, while the AMD plan anticipated this change.>>> Let's bookmark this post and see if your opinion stands up over time. Over a longer period of time, AMD has always had it ups and downs - especially during Intel product and organization transition periods. Otherwise AMD would have gone out of business long time ago. Is this just another blip in AMD history, or is this the real thing? If you are right, time will tell. Good luck. Mary