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

To: fingolfen who wrote (166209)6/11/2002 5:18:21 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
RE:"I've heard the "monopoly argument" a lot of times... I'm not convinced it holds water. By getting out of Intel in 1998, you missed a lot of profit in holding Intel. I bought and sold several times from 1998-2000 and made a fair amount of money each time."

If you build your company based on a monopolistic profit margin and the margin drops...well I'd say some restructuring will occur...just to put it mildly.

RE: "Holding AMD long through that same time period would have netted nothing (unless you played the couple of peaks on AMD).

That's OK then. If Intel goes to 8 it's OK if as long as AMD goes to 2 because "Intel won"? What's that about rearranging the deck chairs on the titanic as she's slipping under? <G>



To: fingolfen who wrote (166209)6/11/2002 5:25:10 PM
From: kapkan4u  Read Replies (1) | Respond to of 186894
 
<I've heard the "monopoly argument" a lot of times... I'm not convinced it holds water. By getting out of Intel in 1998, you missed a lot of profit in holding Intel. I bought and sold several times from 1998-2000 and made a fair amount of money each time. >

Ah, the "greater fool" theory -- it works for a while, but in the end, the "greater fools" are left holding the bag.

Kap


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