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Politics : Formerly About Advanced Micro Devices

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To: DRBES who wrote (68625)8/12/1999 4:23:00 PM
From: DRBES  Read Replies (1) of 1575623
 
ANSWER: MOST of the share valuations and the sales traffic is generated by institutions and represents OPM (other peoples money). The valuations are abstractions and not subject to tests of reasonableness. As Vantis demonstrated, the break up value of AMD is probably between $30 and $40, while the increasing price of iNTEL is supported by a confidence that AMD's past egregious performance is a solid guarantee of a repeat in the future. It just does not work that way. There are early signs of obvious breaks in iNTEL's impervious defenses and nobody seems to realize it.

STAY TUNED!!!!

Regards,

DARBES
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