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Pastimes : Don't Ask Rambi -- Ignore unavailable to you. Want to Upgrade?

To: BlueCrab who wrote (4439)	11/13/1997 3:53:00 PM
From: greenspirit	Read Replies (1) \| Respond to of 71178

Jeff, of course my beloved Intel ;-) but Microsoft and Cisco come in a close second. Jeff, I just don't think people realize what an amazing position Intel is in going into the future. People will say, the cost of FAB's is why they continue to have such a low PE. My position is, it is exactly for this reason that Intel will have nearly a free raid on the future. Who? What company? What country? What conglomerate? can afford the 5-8 billion dollars it would seriously take to compete with them. They just keep putting billions away while everyone looks on with this mystical envious glaze over their face, hoping beyone hope that some bug or some sub 1k computer trend will knock them down. I just don't see it happening anytime in the near future. By near I mean 10 years. Michael