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


To: Charles R who wrote (62085)6/17/1999 10:04:00 AM
From: Charles R  Read Replies (1) | Respond to of 1573927
 
AMD Enthusiasts,

There are rumors about Coppermine delays (Intel thread is good starting point). If true, this is a good news for AMD. As the analysts confirm this I expect them to talk down INTC and wink and nod to the institutional guys about AMD without necessarily doing an upgrades/downgrades.

Long term AMD & Intel can coexist peacefully but, short-term any slip on Intel's part will help alleviate misses on AMDs part. Also, that Intel's slips are visible shows how close to the edge they are (like AMD has been for a long time) and makes them look a little less invincible.

Looking forward to an interesting day.

Good Luck,
Chuck