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

To: Paul Engel who wrote (45670)	1/15/1998 2:37:00 PM
From: John Hull	Read Replies (1) \| Respond to of 186894

Paul, last I heard she was entertaining some kind of offer from Alex Brown/BT. I've lost track of the status. Regards, John Hull

To: Paul Engel who wrote (45670)	1/15/1998 2:40:00 PM
From: miraje	Read Replies (1) \| Respond to of 186894

Paul, IMO, I think the analysts are looking at AMD vs. Intel backwards. They speculate about how much market share inroad that AMD will gain at Intels expense, and fail to see the obvious. This game is classic cat and mouse. The cat could bite off the mouses head at any time (cutting prices enough to drive AMD into bankruptcy), but it won't (FTC, DOJ). AMD as an independant entity won't really grow and won't really die. MSFT vs. AAPL is a similar analogy. It will be interesting to see if any white knight will take over AMD and attempt to fight the cat. Regards, JB PS Really appreciate your informative posts.