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Politics : Formerly About Advanced Micro Devices

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To: 5dave22 who wrote (98419)3/14/2000 5:21:00 PM
From: Petz  Read Replies (1) of 1570434
 
5Dave, I listened to about 5 minutes of each -- Asshead Kreamer's "analysis" and ED's response. AK's main argument for Intel seemed to be that only servers matter and that servers have a much higher growth rate than desktops. True, but AMD can grow by increasing their market share and Intel can't.

ED pointed out that AK worked many years for Intel, has always been positive on Intel and negative on AMD. Also, that AK blatantly lied when he said he switched to a BUY when AMD was in the low 20's -- it was in the thirties, and that having a BUY rating on a stock but telling people not to buy it is ludicrous.

I got the impression that ED either reads this thread or is an active participant.

Petz
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