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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (67638)8/4/1999 6:01:00 PM
From: Cory Gault  Read Replies (3) of 1575173
 
Charles:

re: "Intel is steadily gaining the reputation of a bumbling company that has a problem getting anything straight"

Not with the financial community apparently. The market looks 6-12 months out and seems to like Intel's prospects as the stock trades at an all time high. As someone who has lurked on this and the Intel thread for a long time there seems to be some serious dice being rolled here by long time supporters (Scumbria putting his whole portfolio in AMD, etc). I wish you all good luck sincerely, however I have to say that I think this strategy is flawed.

The Athlon looks to be a good product and by all reports will significantly outperform comparable Intel products. There has been plenty of information available to those that want it that this is the case. So why hasn't the stock had a large run-up. If the stock had limited down-side risk, and huge upside potential the aggressive growth fund managers would be all over this thing. Bottom line is if this stock was going to take off because of Athlon...it already would have.

As Bill gates once said when another prominent executive told him that his product was better than Bill's.."but you don't get it, that doesn't matter"

Just my opinion..

CG
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