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

To: Road Walker who wrote (41763)	12/8/1997 7:58:00 PM
From: Petz	Respond to of 186894

John Fowler, re:<I question if you 100% believe that CPU's are, and will become more of, a commodity. If so, I suggest you sell AMD...> Not a commodity like DRAM's, but moving in that direction. As an AMD investor, I'd be very happy if AMD sold 20M CPU's at even $30 profit each while Intel took the rest of the market at $50 profit each. AMD's earnings would be $2.80 a share after tax and support about a $50 share price. See what you come up with for Intel's CPU earnings and total earnings. Petz