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Politics : Formerly About Advanced Micro Devices
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To: A. A. LaFountain III who wrote (53588)3/28/1999 11:08:00 PM
From: Kevin K. Spurway  Read Replies (1) of 1572816
 
Re: "Maybe you're right about Intel's ability to crush AMD or AMD's own ability to minimize the opportunity. But it sure seems to me that at this juncture, with virtually every institution in the land sitting on tons of INTC and with virtually no institution owning AMD, the probability tree favors an outcome with a higher valuation on the up-and-comer. And I would further hold that the overwhelming percentage of investors who view AMD's record as proof-positive that it will once again fail to attain respectable performance is an indication that the outcome is more likely to surprise on the upside than the downside.

"The contention that the second largest producer of the most important product since penicillin has no investment value at any price is the dumbest thing I've heard in over twenty years as an investment analyst. It sure smacks of opportunity."

Exactly. But at least guys like Engel understand the potential threat to Intel, especially that AMD will be into the higher-end x86 workstation and server markets in short order. I don't think some of these other guys get it. Even if AMD's chances of pulling it off are 2%, the potential repercussions for the industry are enormous.

Kevin
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