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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (49041)2/9/1999 1:03:00 PM
From: Greg S.  Read Replies (3) of 1571879
 
So does this mean you are shorting Intel?

Actually, I am long Intel as well. Just because their growth may slow in the future as others creep in on their markets doesn't mean they will stop growing. Intel is prosperous. Period. They are a good stock to be in, at least through the next year or so and probably for even longer.

However, they are threatened now more than ever by competition. They are starting to get hit from all sides. This doesn't mean they are going to "crumble" as some predict. The PC industry is explosive and I expect both AMD and Intel to see definite growth in the coming years as they each claim and reclaim segments of the market. Intel can lose the entire low-end market and still make plenty of money - they are not heavily invested in one particular chip that if it fails they will crumble.

Personally, my recent failure was to not recognize that being competitive and being profitable, although related, are two different things. AMD has become -VERY- competitive recently, but unfortunately their profits are suffering. And more unfortunately, stock price is tied more to profits than to competitiveness. I was sure that K6-3 and K7 will have a positive effect on the market (and still am) but I failed to consider that AMD might be ripping its guts out to get these products to compete. And compete I think they will. So I'm holding AMD until they do .. or don't.

-G
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