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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (30684)4/1/1998 3:32:00 PM
From: Profits  Read Replies (1) of 1572476
 
Paul,

re: "I guess you missed the important details - such as this "possible" 40% drop off in K6 production."

You missed the important details - even if there was a drop off, the market doesn't care. The market cares about AMD capturing 40% of the retail sales. The market cares that K6's are outshipping the Pentium II in the retail channel. The market cares that AMD has solved it's yield problems on 0.25um. The market cares that Celeron is lower performance than Pentium 200MMX. The market cares that AMD is going to ship 15MU in 1998.

The market doesn't care about your old data. Stop living in the past. I told you once and I'll tell you again. AMD is a better investment than Intel. From about 2 weeks ago, in order for your Intel investment to match AMD's return, their stock will have to go to $132 per share. And there's a snowball's chance in hell that is going to happen!
Admit it. You were wrong.

Profits
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