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Re: fowler post# 1156

Wednesday, 10/02/2002 7:57:27 PM

Wednesday, October 02, 2002 7:57:27 PM

Post# of 151692
From sell to hold - or - hold to buy - or - buy to super, ultra, put it in the widows and orphans fund and mortgage the farm, never look back, take it to the bank, strong buy?

As I keep saying, in the 20+ years I've been in this industry I've never seen Intel this far ahead of the competition. In fact the word "competition" is barely applicable anymore.

Did you notice that AMD said their Flash division continued to gain strength? That means the losses from the processor division are even worse than first glance.

"While our flash memory business is improving and showed sequential sales growth for the second consecutive quarter, the weakness in the personal computer market continues to impact AMD,"

EP


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