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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (61927)6/16/1999 12:37:00 PM
From: kapkan4u   of 1575955
 
<Ten - re: As usual, this statement is typical of AMD supporters, where their goal is not AMD's prosperity, but Intel's demise. Even if you didn't mean it that way, you sure sound like it.>

I was responding to the Intel holders referring to AMD stock as options that are about to expire.

<I'll bet you're not sitting on the "valuation time bombs" of Internet stocks, or even of MSFT, DELL, and CSCO. To me, they have a much bigger downside potential than INTC (although I hope not for DELL, since I have a holding in them).>

I do have MSFT. But you and I know why INTC is much more risky than the three you mentioned. K7 is the reason. Even if AMD has a 50% chance of a successful k7 ramp, that translates to a 50% chance of major problems for INTC holders.

Kap.

PS. Got some July INTC puts today
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