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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (125581)10/9/2000 4:35:05 PM
From: TimF  Read Replies (1) of 1575981
 
Ted, I think he means that management knows about the problem so they are changeing personel around to solve it, but that the problem is not public knowlege yet, so soon the news comes out...

Check out this
netcog.com

AMD has positioned itself very well in the upper
end of the server market where all the action in computers is; it could have caused some of the slowdown with INTC -
we won’t know for a little while

Buy AMD, it's attractively priced; 3q will be very
strong, which is in direct contrast with INTC's
forecasted 3q

Mellum prefers AMD to INTC; he sold off his
holding in INTC - AMD should report a big quarter
on Wednesday


Tim
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