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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (82636)12/13/1999 12:55:00 AM
From: Charles R  Read Replies (1) of 1573841
 
Petz,

<I think this is becoming an ego thing between Kumar and Niles. >

FWIW. If Niles let ego come in the way he probably would not have been the first guy to raise AMD ratings. (Niles got chewed by Sanders during Q1 or Q2 earnings.)

IMHO, Niles is the best cpu biz analyst out there right now and he is calling it as he is seeing it.

Chuck
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