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

To: kash johal who wrote (62798)	6/22/1999 6:26:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1571766

<Boy you have bought the corporate line hook line and sinker.> Sorry that you feel that way, Kash. Despite all of those legitimate (but overblown) concerns that you have listed, I still consider INTC to be a great long-term investment, and so do many other people. Maybe you should be asking yourself what AMD's exit strategy is if they can't yield enough K7s (er, I mean Athlons), or if they can't reach 1 GHz within their own schedules. Tenchusatsu

To: kash johal who wrote (62798)	6/22/1999 6:32:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1571766

Re: "It is pretty clear that the low end and high end desktops will become much lower margin. It is not all clear that Intel(or anyone else) has a high potential biz in the Internet Appliance marketplace. It is certainly not clear that Server market is big enough to save Intel. And it not clear that server farms run by Intel will be a profitable business for them." When was there a time where there wasn't a crisis point on the horizon? When has future success been assured? This is the nature of the business. EP

To: kash johal who wrote (62798)	6/22/1999 10:52:00 PM
From: Process Boy	Respond to of 1571766

kash - <It is not all clear that Intel(or anyone else) has a high potential biz in the Internet Appliance marketplace.> You're right. But there are indications. I wouldn't just pack it in and go home yet. on24.com Message 10215578 PB