Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (91397)	2/3/2000 8:21:00 PM
From: Process Boy	Read Replies (3) of 1575687

niceguy - <Intel's real strength is its investments.> It is certainly one of them. <At the moment its microprocessor division is railing in disarray. > If you believe this, don't be a CHICKEN and short INTC. <Intel's investments can mask the very serious problems within the microprocessor division...> No they CAN'T!!!! It owuld show up clearly on the quarterly statement. If you believe this, you are off your rocker. <Consequently not a short...but I wouldn't hesitate cashing out my Intel shares and replacing them with AMD shares...> Since you don't own any INTC,, you can't take advantage of Intel's alleged disarray in the uP division. You should short the stock. <That ratio of $100 to $36 that we've been talking about over the past week is likely to be much smaller by year end.> I'm in INTC for the long haul. I have cost basis in INTC in single digits. I also add to my Intel holdings every month. I also participate in the employee stock p[participation plan. I am very bullish on Intel's LONG TERM PLAN to provide Silicon content in various growth areas going forward. I also like the way Intel is aggressively expanding its capacity at the moment. This says A LOT about how Intel views the health of the business for the next 5-10 years. As far AMD goes, I wouldn't sell it if I owned it...quite yet. Retroactively investing, I should have got in at 16. 40 may still be good for a short term investment. Don't know. But I certainly will never reallocate INTC into AMD. Risk capital, maybe. INTC is the core. I know your arguments coming back. Potential, all that. To tell you the truth, I am NOT impressed with AMD's long term product roadmap. This is just my personal opinion. PB

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