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Politics : Ask Michael Burke

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To: JRI who wrote (50461)	3/7/1999 10:19:00 PM
From: Earlie	Read Replies (1) of 132070

John: Your point about the court case is also well taken. Hard for anyone to base their case on "monopolistic practices" when the monopoly just got mugged. (g) AMD was as close to chapter eleven as any company gets a couple of years ago. They "bet the farm" on the K6 and if it hadn't worked out, the company would have been history in short order. They did grab one of the best development teams in the industry, which has allowed them to more than match INTC's moves. The ramp-up that they have performed has been a bit of a miracle, so my hat is off to the engineers for their efforts. The fact that in the early going they had to under price INTC guaranteed that profitability would not be seen for some time, but Intel has sure been slow to respond. I happen to be in the camp that thinks INTC is a fine manufacturer but a mediocre innovator. They really haven't come up with much for quite a while that is really new. Over time, AMD's required price discount will shrink. Their K6 is a little beauty. I wouldn't own their stock, as the price war is going to be tough on both of them. On the other hand, Intel's stock is extremely overpriced so the puts make good sense to me. Best, Earlie

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