Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.00

+0.7%

Dec 22 3:59 PM EST

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To: Paul Engel who wrote (46372)	7/6/2001 2:18:32 PM
From: bacchus_ii	Read Replies (1) of 275872

RE:"Sanders wants AMD to be Intel and Intel to suck hind-tit to AMD - plain and simple." Why have you invested ~ 20% of you portfolio in such a Co.? RE:"He will stop at nothing in pursuit of this goal." What are your personal goal in holding AMD? His "30% market share" goal is just a ruse - he wants Intel's entire market share. Possible but he will leave before reaching 30% and my guess is that it's a lot easier to maintain profitability at 30% market share than at 50% or 75%. But you need to be near 30% in order to compete and afford R&D cost. Gottfried

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