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

To: kapkan4u who wrote (166218)	6/11/2002 7:18:43 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Kapkan, Re: "Such thread fixtures as pengel and tcmay have expressed a view that for INTC to be a good investment, AMD has to be crushed. I agree, and until then INTC is a lousy investment." My past observation is that Intel has done well based on market conditions, irrespective of their competitors. Their best earnings came during Y2K, while AMD was also having their best earnings, as well as their best products and execution. Whether this pattern continues, I wouldn't be able to predict, but so far AMD has not made Intel a lousy investment. If anything, it's the other way around. wbmw

To: kapkan4u who wrote (166218)	6/11/2002 8:17:58 PM
From: tcmay	Read Replies (2) \| Respond to of 186894

"Such thread fixtures as pengel and tcmay have expressed a view that for INTC to be a good investment, AMD has to be crushed. I agree, and until then INTC is a lousy investment." I've said no such thing. I hope you can find a clear statement by me supporting your claim. What I have said is that Intel is obviously interested in defeating the competition, whether they be Sun or AMD. Given AMD's and Jerry Sanders' claims that "Intel is the enemy" and their duplicitous behavior in past contracts, plus their "we will undercut Intel's prices by 25%" price war, I think the folks at Intel will be thrilled to see AMD driven into receivership. "CRUSH II" is on schedule. But this is not a statement that "for INTC to be a good investment, AMD has to be crushed." I never said such a thing. Nor, that I recall, did Paul Engel. --Tim May