Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (91407)	2/4/2000 8:40:00 AM
From: niceguy767	Read Replies (1) of 1575852

Hi PB: Re: "<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." Comment: One year is long term in this industry and for the year 2000, it is my position that ROI on AMD at $36 will be greater than ROI on Intel at $100. With respect to the longer term, Given only 150 million shares, AMD offers tremendous leverage compared to Intel in the event the "spry Athy" turns out to be half the success current indicators suggest it will be...The PWeeIII is a "second best" processor, that is, if you can find one to test!

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