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Politics : Formerly About Advanced Micro Devices

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To: xun who wrote (79566)11/11/1999 10:01:00 PM
From: Charles R  Read Replies (1) of 1574211
 
<I still wants to hold some of my AMD till I retire;) What do you think?>

Too early to tell if AMD is a good long term investment. Right now whether one likes it or not, AMD is a one trick Pony. Athlon is super and will be a killer chip for the bottom line for the next year. But, AMD needs to keep up with the execution.

One big thing I will be watching is IA-64 vs. AA-64. Whoever wins that will have a good long term future. I think Intel screwed up big time with Merced aand think AMD's chances are better than 50/50 - if they can execute. But, I think AMD has a lot to prove.

<Enjoy the moment and have a wonderful hignt.>
Thank you and same with you.

Chuck
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