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

To: Dale J. who wrote (59398)	7/7/1998 5:40:00 PM
From: DownSouth	Respond to of 186894

>Yeah, I would agree. SUNW seems to be in a tough battle. They are part of what Gates & Co. call noise. Netscape, Oracle, IBM, Sun, and Everyone else. Except for a few shares of IBM, I got out of the NOISE months ago. Oracle still has a good foothold in ERP and still the most popular, most powerful RDBMS with continuing wide appeal for all ERP solutions, including SAP, PSFT, etc. I just don't believe they have the growth potential that MSFT and the other bit ERPs have. I am long on PSFT and SAP, for example. As for INTC, I remain convinced that they are in between products and will continue to rule the roost, make big bucks, and get back on a good growth curve in a quarter or two, regardless of the AMD conference call. Would I dump INTC and buy AMD? Nope. If I were to dump INTC, I would have to shop outside of semiconductor business, except for the communications companies.