Niceguy, Re: INTC has been promising "the future" for a year now and after one year, and little in the way of fullfilled promises, INTC is still promising "the future" Don't know about you, but, for me, it's wearing thin...AMD has been delivering in the "here and now" for the past year and once again is delivering in the "here and now" with retail quantities of 1.1 gig T-birds...Two companies whose performances have been headed in opposite directions over the past year...Nothing, but nothing, has changed to indicate that this will be the case again in 2001...
Case in point: I watched Home Shopping Network selling an Athlon 800 MHz system on TV for $1499, they mentioned that they could also provide a 900 MHz, 1 GHz, and 1.1 GHz Athlon systems (Everex was the manufacturer).
My wife flipped the channel and found a couple of fellows selling a 600 MHz system for $1729 (or was it $1799.00?). You guessed it, it had the Intel PIII inside.
I've said more than once that the company and its actions tell me when to buy and sell a stock, not Wall Street. You are "right on" when you say AMD has been delivering in the "here and now" for the past year and once again is delivering in the "here and now". One of these two companies is telling me to buy and one is telling me to sell. One is telling me that it is creating and controlling its own future and one is stumbling over the unrealized future it promised and its failed planning.
Kindest regards,
CrazyMan |
