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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (50634)2/23/1999 5:44:00 PM
From: anicca  Read Replies (2) of 1572503
 
I have a AMSTech laptop with K6-2 366 (64 MB memory 100 Mhz I think)and a DELL XPS R-450 (128 MB 100 Mhz) and I find that my laptop works faster than my DELL machine consistently. This is what I perceive and I believe that is all that matters. I paid only $2000 (14.1 inch screen) for my laptop and $2500 for my DELL machine without a monitor. I prefer to use my LAPTOP to my DELL most of the time because it is convenient and much faster and also boots up quickly, BTW both have Windows 98.

I do not own INTEL or AMD stock, however I am considering buying AMD stock. I feel that in the long run for Intel to win they have to lower their price and consequently their margins will eroded which in turn will adversely effect the high valuation of their stock price. On the other hand AMD has still room to grow from where they are. Also most of the future growth is going to come from 3rd world countries such as India and China where people are price sensitive and practical and don't care what is inside as long it works as good and is cheap.

If we leave emotion aside my feeling is that in the long run AMD stock may have significantly better returns that INTEL from this point onwards.

Mohan
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