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Strategies & Market Trends : Roger's 1998 Short Picks
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To: cellhigh who wrote (7323)4/19/1998 5:21:00 PM
From: Roger A. Babb  Read Replies (1) of 18691
 
Ronald, in my opinion AMD exists at the pleasure of Intel. So long as Intel has plenty of business in the mid to upper end with high margins, they will concede the low end to AMD. But watch out if Intel gets hungry!! At the moment I have no position in AMD but do own Intel in my long term investment accounts.
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