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

To: Ali Chen who wrote (51910)	4/2/1998 11:46:00 AM
From: Mary Cluney	Respond to of 186894

Ali, >>>You guys are shamelessly manipulated here. I feel sorry for you.<<< Well, enlighten us. I for one don't feel that if AMD succeeds that it would necessarily mean that it is harmful for INTC. I believe competition is good for Intel and for consumers. However, I just don't see AMD as a good investment. I don't see good management (J. Sanders staying and CFO leaving); I don't see a good balance sheet - in fact some heavy notes are due in May - I believe although I am not sure about this; I don't see how an outside investment is not dilutive for current shareholders - if that were to happen; I have seen how last year (in March) AMD shares went up from about 25 to almost 50 before settling back - is this a replay? If their yield is improving - why would they still need IBM - and or would that IBM outsourcing agreement now be a hinderance for AMD financially if there yield is indeed improving?. I am not adverse to making money on AMD making good. I believe that money would be indistinguishable from money made off of Intel as far as my portfolio is concerned. Mary Cluney