Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Time Traveler who wrote (50914)	2/25/1999 12:29:00 AM
From: RDM	Read Replies (1) of 1571675

I do not think Intel is an evil empire. I do not blame them for charging a lot for their parts. We investors can use the profits to provide us with life's little nicities. I think they were foolish to get involved in security, it may be their Vietnam resulting in no way to get out.. They have always had process excellence. While their circuit design may improved some in the recent years, it is still short of excellent, or leadership quality. They have excellent transistors, better than AMD, which is why they have competitive speed paths. These transistors were put there by process excellence. I believe that success in investing for me is buying low and selling high. This means buying when some are anxious to sell and selling when others are saying this is silly. My take is that Intel at $143 is a candidate for selling a little and AMD at $18 is a candidate for buying a little. I own both, but a minor "re-weighting" may be in order if someone is eager buyers of Intel run the price back up to the years high after the FEB 28 rollout of Pentium III.

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