Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: chic_hearne who wrote (6374)	8/23/2000 7:24:31 PM
From: Mani1	Read Replies (5) of 275872

Chic, Milo I think you have both got it wrong. Itanium may not be big hit like Intel had planned, but Intel is not that depended on it. Intel did not become by far and away the biggest semiconductor company in the world and it surely will not relinquish it over night. Intel dominates now and it will the next year and the years after that. Does AMD have a shot at being bigger than Intel in 15 years? Only a fool would attempt to answer that question. I think it is simply not fair to compare AMD to Intel. AMD and its two fab will at best do limited damage to Intel in the next 5 years. So please stop it with all this iceberg titanic stuff. I have placed my bet on AMD not because I think AMD will beat Intel, but because I think AMD's stock will outperform Intel over the next several quarters. What AMD has been able to accomplish over the last 18 months considering all the circumstance is nothing short of remarkable. But Intel is still Intel and nothing has changed in that respect. Mani

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