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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: Gerald Walls who wrote (2220)	4/9/1998 6:00:00 AM
From: Jurgen Trautmann	Read Replies (2) \| Respond to of 11051

Gerald, I have to interprete your statement "ironically", right? I was wondering too why AMD could rescue a bit while chipmakers didn't have the best time of their life. In case of AMD, that could have been the old "wisdom" that it was good for the competitor if enemies were weak. Ridiculous. A better sight was imo seeing AMD as beggar eating the trash from Intels luxury diners. However, a old man like me can remember a lot of all-in-one "pc-on-a-chip" after every cpu-generation. But I cannot remember any damage of Intel worth to talk about. We had some predictions last time about numbers of pc's in the near future - it's clear to me that those numbers cannot be understand on a price-base of $ 2,000 or more for a box. For my simple understanding of things it's more probable that every class (constant price, increasing power, more features) has it's own growing - and the growing of ALL classes where Intel is teaching will certainly not diminuish. History shows that it's hard to get rich below Intels sandbox. It's not weakness but strength that Intel was everytime focussed to markets where a good margin could be earned. So I stay with Intel (and CPQ) while I'm in cash since last Thursday with all other positions except BA and a minimum of Dell and MSFT. (it's ever wrong to stay outside of Dell and MSFT) Happy trading! Jury