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Technology Stocks : 3DFX -- Ignore unavailable to you. Want to Upgrade?


To: Sun Tzu who wrote (8845)11/6/1998 5:29:00 PM
From: Patrick Grinsell  Read Replies (2) | Respond to of 16960
 
OT - INTC

Besides the technicals, Intel has a number of products scheduled
for '99.


I know. That's my reason for wanting to short them. AMD's roadmap looks much more impressive and the need for faster processing is becoming limited. Future battles for CPU market share will be fought at the low end where Intel is steadily losing ground. The days of needing a faster processor to run MS Office are over and the competition is nipping at their heels. Katmai? Who cares. AMD has a cross-license for KNI and can include those instructions at their whim.

Even though I'm sure that Intel has finally reached it's peak, I'm having a hard time finding the balls to bet against such a powerful company.

Pat