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No. of Recommendations: 1
In digesting the points you have made, I see more validity in the points at the top of the page as having any influence on an investment decision. Those metrics measure the underlying health of Intel's business. If a trend begins that starts to change those fundamental metrics - it will show in the quarterly reviews over a period of time.



Thats precisely what i said, it (the effect) will not show till at least q4 2000. Reason being the semi is very undersupplied. So there is no need for turf/price war yet.
The gorilla model is good, but not foolproof! Also I see the follow rules being violated:
1. high barrier to entry.....amd is in.
2. discontinuous innovation (no longer true for intel).... amd's innovation is more than competitive.

IMHO, we are hearing the footsteps!
Just look at msft, one major legal failure set the stock down by 48%.
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