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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (107990)4/26/2000 8:19:00 PM
From: Bill Jackson  Read Replies (1) of 1570636
 
tejek, Kumar's analysis is a lot like why 345 is more than 16, consisting primarily of digit counting and history.
Well, remember when Intel was a lot smaller, like AMD is now, it was a far more dynamic and innovative company compared to larger companies around it.
Now AMD is a large company....it only looks small beside Intel. AMD seems to have taken the innovation crown and is doing better than Intel in it's recent achievements....still smaller though... than Intel in it's recent bad works and faux pas.
Kumar reads like a person who knows where his bread is buttered, he plays to the large institutional brokerages and the middle of the road investors... and large brokerages have seas of these investors who want safe havens with good earnings and who still use full service brokers and their fat fees. Institutions of course buy with specialist houses at low fees but large volumes and could care less for Kumar.
I hate to tell him but many investment fund institutions and not listening as is evidenced by the large institutional holdings of AMD.
The fortune 500 has been an Intel bastion....up until now. Recently more and more are buying AMD either by choice or becuse they see the market becoming commoditised and buy by price per megahertz, where AMD rules.

Bill
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