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 (66870)	7/29/1999 11:23:00 AM
From: Charles R	Read Replies (2) of 1574794

humble carl, <I fail to see the logic of shorting the good companies and going long on the losers. > Well, we are in agreement here. I would never short a good company. Now, let's go back to INTC. The company's execution of late has been terrible. How can you like the execution of a company whose next generation project is at least 12-18 months behind its bleeding competitor? Right now, INTC's valuation is based on the hope that AMD does not execute. As I have said many a time before AMD could fail in trying to make this happen - but, that is not a bet I would make. Chuck

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