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

To: Dave who wrote (50746)	3/18/1998 12:12:00 PM
From: Barry A. Watzman	Read Replies (2) \| Respond to of 186894

Dave, First, if you know me, I am an Intel Bull, not an AMD advocate, and I have no WISH for IBM to purchase AMD. However, if I were IBM, I would realize that my CPU choices amounted to controlling my own destiny or having them controlled, largely, by Intel, and, in this hypothetical scenario, I would be inclined towards controlling my own destiny. Neither Cyrix nor Nexgen actually had a viable product that would have been advantageous to IBM. AMD, with the K-6 (which evolved from the Nexgen design, but it did so after the acquisition), does, although it may well be a point solution with no roadmap to the future (can't say for sure how real, or how viable, AMD's future generation products are). Again, I do not want to see IBM acquire AMD, but whether anyone in particular wants it to happen (with the exception of a few IBM and AMD executives) is irrelevant. I do think that it is a real possibility.