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

To: Charles R who wrote (67638)	8/4/1999 5:17:00 PM
From: DRBES	Respond to of 1586097

re: "Boy, how things have changed in a year! Now, Intel is steadily gaining the reputation of a bumbling company that has a problem getting anything straight!" Please refer to my penultimate last post for the appropriate comment. #67639 Message 10826325 Regards, DARBES

To: Charles R who wrote (67638)	8/4/1999 6:01:00 PM
From: Cory Gault	Read Replies (3) \| Respond to of 1586097

Charles: re: "Intel is steadily gaining the reputation of a bumbling company that has a problem getting anything straight" Not with the financial community apparently. The market looks 6-12 months out and seems to like Intel's prospects as the stock trades at an all time high. As someone who has lurked on this and the Intel thread for a long time there seems to be some serious dice being rolled here by long time supporters (Scumbria putting his whole portfolio in AMD, etc). I wish you all good luck sincerely, however I have to say that I think this strategy is flawed. The Athlon looks to be a good product and by all reports will significantly outperform comparable Intel products. There has been plenty of information available to those that want it that this is the case. So why hasn't the stock had a large run-up. If the stock had limited down-side risk, and huge upside potential the aggressive growth fund managers would be all over this thing. Bottom line is if this stock was going to take off because of Athlon...it already would have. As Bill gates once said when another prominent executive told him that his product was better than Bill's.."but you don't get it, that doesn't matter" Just my opinion.. CG

To: Charles R who wrote (67638)	8/4/1999 8:12:00 PM
From: Process Boy	Read Replies (2) \| Respond to of 1586097

Charles - <Thanks for posting this very good peice of news for AMD longs. I wouldn't have thought Intel would come through so well to help us. With enemies like this who needs friends ;-) > The story posted has another side, which he, and you, totally missed. The article was decidedly biased to the negative. There is a big upside to this, if you read between the lines. There are consistently reports of how PC makers aren't happy with the timing of product releases. In this case, I seriously doubt that this is a consensus, from what I've heard. The reporter could have reported these bits of information with an entirely different slant. Take it as you will. I believe the balance of the information contained in the article is extremely positive for Intel, and the box makers. I continue to be extremely comfortable with Intel's Q4 map. PB

To: Charles R who wrote (67638)	8/5/1999 2:26:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1586097

<Thanks for posting this very good peice of news for AMD longs.> Why does the mobile Coppermine's delay make any difference for AMD? They're already too far behind in the mobile market anyway. And with all of the energy and resources going into Athlon, combined with the higher power consumption of the mobile K6-2 and K6-III, it's not like AMD is going to introduce anything more compelling in the mobile market before Coppermine arrives. Yeah, yeah, this is just another blemish that won't reflect well with OEM's. But of course, as Jerry "I had a bad childhood" Sanders will say, "Is Intel God? Is Santa Clara Valhalla?" (hee hee) Tenchusatsu