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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yousef who wrote (53672)	3/30/1999 1:46:00 PM
From: Kevin K. Spurway	Respond to of 1577256

Re: "if you had invested in Intel" As it turns out, (like many people) I own other stocks which have significantly outperformed Intel over the same period. I've very happy with what I know about the semi industry. I'd say I know more than 99% of the people out there. Certainly more than many analysts covering the industry. Your argument seems to be pretty simple: we should buy Intel because of its superior process technology. But I can think of plenty of examples of companies with superior technology (and superior resources) that have ultimately missed the boat. I can also think of more reasons to buy Intel than just "process technology, duh." Kevin