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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (40529)11/1/1998 11:27:00 AM
From: Joey Smith  Read Replies (4) of 1573695
 
Jim, first of all, there was just a tad of sensationalism in that article, so I don't think Intel is forced to drastically change its strategy due to market condition as the article implies. However, I would be worried if I was long AMD because Intel's strategy is clear: introduce faster processors at the low-end while matching AMD with price. I believe Andy Grove made a statement recently to the effect "the party's over for AMD". He usually means what he says. Sure, this may hurt Intel's bottom-line a little bit, but the effect on AMD will continue to be devastating.

However, you, Brian, Maxwell, and Kash are doing a great job hyping this stock. My 1,000+ share purchase at $14 thanks you. Keep it up...and in a few motnhs, i'll be making the same money on the way down as i'm making on the way up.

joey
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