Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Steve Porter who wrote (40828)	11/4/1998 2:14:00 PM
From: gerard mangiardi	Read Replies (1) of 1574273

I took my first ever position in AMD at todays high. My reasoning is simply that 18 months ago if anyone thought that a company could take 20% of INTC's market share away he would have been considered crazy. AMD has done better than that. I think the only way INTC can stop this encroachment is to hurt margins and I think that grove's successors own too much stock to want to take the hit the stock would suffer as a result. I'm no tech guy but I know that the celeron was supposed to stop AMD et al and it hasn't. IF Amd can increase production efficiencies I'll make a lot of money. If not I made a big mistake.

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