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Politics : Formerly About Advanced Micro Devices

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To: Dan3 who wrote (66943)7/30/1999 11:29:00 AM
From: DRBES  Read Replies (1) of 1574187
 
re: "Just a wild ass guess as to what may be happening."

My wild guess is that you are right on. But...I have felt these emotions, based on similar reasons, several times before and been spared the huge losses that would have resulted from the obvious action of shorting iNTC in a big way. I think that iNTC should implode to about $20/ share over the next year or so if we are both correct in our thinking. However, every time in the past I have either overlooked some non-trivial advantage that iNTEL has had over AMD or...iNTEL has had some theretofore unannounced new development to spring on the marketplace. Maybe this time will be different. Maybe it will not.

Regards,

DARBES
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