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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (4969)1/16/2003 3:26:12 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
Are you implying that there is a profitless long term future for any company that competes against INTC

Yes. The future can be seen in the results of the present.....check out TMTA or AMD for your answer. INTC's greatest threat is themselves.



To: Sam Citron who wrote (4969)1/16/2003 11:29:35 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 25522
 
RE: "Are you implying..."

History has not been kind to INTC competitors. At this time, INTC licenses ARMHY cores, but I was considering future risks. As markets converge and grow, INTC's attention will increase and INTC will compete with its process capability.


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