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Politics : Formerly About Advanced Micro Devices
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To: Cory Gault who wrote (79775)11/12/1999 3:54:00 PM
From: kash johal  Read Replies (1) of 1586208
 
Cory Gault,

Re:"Intel is a steal at 75. I also think AMD is a steal at current levels."

I agree wholeheartedly.

It is a 2 player game.

Just look at the pain etc that AMD has had to undergo to get competitive with Intel.

The rise, idt, via folks are dead as far as mainstream cpu market is concerned.

There is still an opportunity in the appliance/set top space but it will be tough to bet against the big two.

regards,

kash
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