Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (111601)	5/19/2000 12:04:00 PM
From: kash johal	Read Replies (1) of 1574761

Petz, re: Intel thwead In general most of them are NOT looking at the details of the execution. The view is that Intel is a great company - and it clearly is. They love the diversification and their new focus on the Internet engine. They are quietly confident that willy will kill off AMD's oxygen in high end. Some of the more sophisticated are AMD investors as well. We are much more detail oriented on the AMD thread - checking up on sales presence, pricewatch, technical reviews, fab/capacity details, OEM wins etc. As a general comment AMD seems to be grabbing new investors and posters. Most Intelers bought and have held a while ago and are sitting on huge profits. Just my .02. regards, Kash

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