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Politics : Formerly About Advanced Micro Devices

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To: kapkan4u who wrote (70473)8/31/1999 2:28:00 PM
From: Charles R  Read Replies (3) of 1573787
 
Kap,

<The Merced hype machine is going into overdrive. This could be a pathetic K7 response from Intel. I have a feeling that they are bracing themselves for the worst case scenario: the REDx86 campaign.>

I am with you on that one as far as servers are concerned but judging from the stock price, looks like IDF is not working for Intel.

I guess the analysts didn't like the news of 733MHz PIIIs either - doesn't cut the mustard. Good day for AMD longs.

Boy, my timing on INTC sucks. Got out of my short because of Niles and potential IDF news and now it moves south on me.

Chuck
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