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Politics : Formerly About Advanced Micro Devices

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To: 5dave22 who wrote (99066)3/20/2000 12:29:00 PM
From: niceguy767   of 1576155
 
5dave22:

Re: "just sold all of my intel, bought a few more shares of amd. i'm happy with intc's performance over the last 20 months, i'm sure it will continue to go up, but see a lot more value of amd @ $52 than intc @ $135."

Comment: AMD has a tremendous amount of unrealized upside potential given its current fundamental strength and relatively few (i.e 150 million) shares outstanding...INTC probably has lots of upside too but in a relative sense not nearly the potential of AMD...I suspect that come December 31, 2000, you'll be well rewarded for having exchanged INTC at $135 for AMD at $52!
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