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Politics : Formerly About Advanced Micro Devices

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To: Ali Chen who wrote (36758)9/7/1998 1:47:00 AM
From: Dale J.  Read Replies (1) of 1571363
 
Ali, And the 2-X smaller die size is still an advantage
no matter what you say or how you want
to make it so.


It doesn't really matter. That is just minutia. Profit is the ultimate goal and the ultimate benchmark. Let me try to explain to you this way. Say you and I run a 100 meter race. You go out and buy the most expensive shoes to give you an advantage. You are even first out of the blocks, but I come roaring back and beat you to the finish line. Now, I ask you, who won the race?

Just in case you still don't get it, let me give you one more example. Say you and I take a test on microprocessor design. I score 195 out of a possible score of 200. You score 85 out of 200. Now you can argue that you correctly answered a couple questions that I got wrong. But it doesn't matter. You have got to look at the total score. Right? Of course I'm right.

Profit matters, and profit is decidedly in Intel's favor.

BTW: Speaking of profits, I have a strong buy on Intel with a price target of 90 by Oct 31. You should consider buying now.

Dale
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