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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (453)6/21/1996 3:41:00 PM
From: Jack L. Dlugach   of 1586347
 
Paul: I got interrupted and lost my train of thought(?) so I'm not
sure if I posted my response so here it is again:

Yes, I know INTC is doing that stuff and more besides: the chip they
have under development that puts the sound and video cards in the cpu
is supposed to be a real killer and, as I told you, I bought a P133 and have no complaints (Windows 95 is another matter) with the INTC
or the AMD stuff inside this computer. Nobody's arguing that INTC is
anything less than the best and the brightest but I don't think that
comparing AMD to Yugo is fair...maybe INTC is the Ferrari and Cyrix is
the Corvette and AMD is the Chevy...people do buy all those things...
Flash Memory is the problem right now and that is hitting all the tech
stocks. I don't own INTC and can't afford to buy it right now, but I
believe INTC will be 90 by year end and can easily double again in the
next couple of years. However, INTC is extremely cash-intensive and
if a serious enough recession comes along, it will take one of the
biggest hits, moreso than AMD at these prices...besides that, Chevy's
are okay for some of us.

I'm glad to hear you can afford a Corniche...must be nice...but my old
Yugo held up pretty well, so I'm grateful for that.
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