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

To: Tenchusatsu who wrote (61977)	6/16/1999 5:03:00 PM
From: Charles R	Respond to of 1576835

Tenchusatsu, ". Even perfect execution for AMD means no more than a doubling of their current output. That still leaves plenty of room for Intel to grow in the near-term, " I think you are grossly underestimating the effect of having a processor that is 2 or 3 performance grades behind will do to Intel's earning growth. Intel could grow units but lose big time in earnings growth (which is what matters for stock valuation). I don't want to beat this to death, let's agree to disagree and moveon. Good luck, Chuck