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Politics : Formerly About Advanced Micro Devices

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To: Joe NYC who wrote (94669)2/23/2000 7:14:00 AM
From: Daniel Schuh  Read Replies (2) of 1572099
 
Maybe Intel's just got a lot of RMBS stock. It could come in handy if earnings come up short. Might be a fine short term strategy.

Technically, I'll repeat: BX upgrade to 133 FSB/ PC133, a killer that could be on the market any moment, if Intel felt like it. If they got any brains at all, and I think they do, the engineering's all done anyway, it has to be minimal compared to all the Rambus travail, and Intel's a big company that can easily afford a backup strategy. It wouldn't fix cumine production, of course. . .

Or maybe you're right about the mole, they sure seem to be intent on doing AMD a big favor here. The mole must be really high up, though.

Cheers, Dan.
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