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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (61925)	6/16/1999 12:29:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573130

Your conclusions are correct but they do not change the fact that AMD's stock price has great upside potential. And that is why AMD and its investors have to take it one day at a time. If you haven't done so, you might consider a small position to hedge your bets.....it never hurts to cover all the bases. BTW i realized from something you said a while back....something about too much rain but loving it (or was it the sun) that made me realize you were from the northwest....i am in seattle. ted

To: Tenchusatsu who wrote (61925)	6/16/1999 4:57:00 PM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1573130

Re: "while if Intel slips up, it barely makes a dent in the bottom line?" Are you kidding? The dent in Intel's bottom line is HUGE! It equals the size of all the profits Intel would have had in the server market by introducing Merced on time. It equals all the value of being able to beat AMD in the x86 market with a superior (or at least comparable) product to the K7. It would put Intel two years closer from transitioning the entire computing world from non-proprietary x86 to proprietary EPIC! The value of these slipups (missed opportunities) is probably an order of magnitude larger than the entire market cap of AMD. Kevin