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Politics : Formerly About Advanced Micro Devices
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To: Daniel Schuh who wrote (119814)7/9/2000 6:41:58 PM
From: niceguy767  Read Replies (1) of 1576346
 
Daniel:

Re: "Personally, though, I wouldn't write Intel off. This stuff isn't really black magic or anything, a bunch of smart people can design and build a good microprocessor. The good thing about AMD, it shows Intel's not as uniquely gifted there as they would have us believe."

Comment: I have lttle doubt that both AMD and Intel will survive quite comfortably in today's environment! My only point is that AMD has and is currently running a much cleaner operation than is Intel and, imho, will as a result, continue to outperform Intel on ROI for the foreseeable future as has been the case over the past 8 months! Specifically, I believe (and am invested accordingly)that any dollars invested in AMD $82 will be worth more come December 31, 2000 than an equal number of dollars invested in Intel at $140...
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