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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (98960)3/19/2000 9:06:00 AM
From: DRBES  Read Replies (2) of 1574777
 
re: "By the time Q2 is over, AMD can do a lot more damage by getting the motherboard angle nailed down and positioning Spitfire against CuMine. Spitfire 800M-1G and Thunderbird 1-1.2G would just about give enough ammo to steamroll into the corporate space."

I am certainly not prepared to short it; too, too much institutional support, but it looks more and more as though the inteL price implosion may be almost upon us.

Regards,

DARBES
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