Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: carl a. mehr who wrote (66817)	7/28/1999 5:46:00 PM
From: Charles R	Read Replies (2) of 1574863

gloating humble carl, I am happy that you are pleased by "short term buy, long term questionable" rating on INTC from Drew Peck. What INTC may be seeing now is good short term uptick because of strong low-end demand at the low end. Assuming AMD executes well, it will wipe off the smile (and the gloat) off anyone who is Intel long in Q4 because Intel would gain low end biz and lose the high end biz. In case you haven't figured out the equation, at an average gross profit of about $50 per Celeron and $500 for a PIII-600, $INTC has to sell 10 Celerons for every PIII-600 sales it loses to Athlon. See for Message 10641569 to get an idea on where I stand on this issue. Chuck P.S.: I am amused that you gloat at a simple 15% appreciation in the mean time. If you want to benchmark my performance against INTC, I am way ahead in the game. The INTC holdings I sold when Intel was at 60 went in to CY at $12 and you might want to check where that is at in case you want to play that game.

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