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

To: Charles R who wrote (66871)	7/29/1999 11:56:00 AM
From: tejek	Respond to of 1586405

Charles RE: << Right now, INTC's valuation is based on the hope that AMD does not execute. >>. Frankly I think it is more that. I think the analysts are keeping intc pumped up because of its high profile in institutional portfolios......they can not afford another Dell dump this year. ted

To: Charles R who wrote (66871)	7/29/1999 2:05:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1586405

<The company's execution of late has been terrible. How can you like the execution of a company whose next generation project is at least 12-18 months behind its bleeding competitor? Right now, INTC's valuation is based on the hope that AMD does not execute.> Chuck, you have to remember two things: 1) For a processor which you claim is a "generation behind," Pentium III will still remain very close in performance to Athlon. (Silence, all you AMD supporters. Athlon is a great chip, but definitely not as good as the name "seventh-generation technology" would lead me to believe.) 2) Intel is much, much more diversified than you imagine. If AMD executes well, that's great news for AMD, but in no way does that alone spell the doom of Intel. Tenchusatsu