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Politics : Formerly About Advanced Micro Devices
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To: Greater Fool who wrote (85617)1/6/2000 8:14:00 PM
From: kash johal  Read Replies (2) of 1572921
 
Greater Fool,

Re:"If nothing else, the simple addition of AMD volume parts to the marketplace will "radically change the wintel monopoly". AMD already crushed the market for low-cost PC processors with the K6, and will proceed to crush the market for mid-to-high-end processors with the Athlon. AMD will never see Intel's current profit margins, but then again, I don't think Intel will either."

I happen to disagree.

But if you really feel that way Intel is a great short.

If those margins disappear we are looking at a $10 stcok based on book value.

Good luck shorting.

regards,

Kash
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