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

To: Cory Gault who wrote (67645)	8/4/1999 6:41:00 PM
From: kapkan4u	Read Replies (2) \| Respond to of 1575311

<If the stock had limited down-side risk, and huge upside potential the aggressive growth fund managers would be all over this thing.> CG, Unfortunately your post makes a lot of sense. The AMD longs are asking the same question. May be someone who is a fund manager or analyst (Ted maybe) or someone who is familiar with the institutional money thinking, can comment? PM is ok. Kap

To: Cory Gault who wrote (67645)	8/4/1999 7:08:00 PM
From: DRBES	Read Replies (3) \| Respond to of 1575311

re: "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'" One, possibly relevant, difference is that Bill Gates is behind this product 100%. Word is that Billy the "G" hates iNTEL. But so does almost everyone in the industry. Regards, DARBES

To: Cory Gault who wrote (67645)	8/4/1999 8:34:00 PM
From: Charles R	Respond to of 1575311

Cory, <re: "Intel is steadily gaining the reputation of a bumbling company that has a problem getting anything straight" Not with the financial community apparently.> It is clear that the financial community is gung-ho about Intel. More often than not the main stream guys are far behind people like us on this thread (and that can work against us sometimes). I can tell you a lot of stories when I found companies going up and going down well before any analyst caught it or the stock reflected it. It is a shame on our part, if being in this industry, we cannot estimate where this industry is going better than a bunch of CFAs who most often has no clue about the "core" issues in the industry. <The market looks 6-12 months out and seems to like Intel's prospects as the stock trades at an all time high. > Genereally speaking, I would disagree with one. There are a few cases where the market looks long term but in most instances Wall street rarely looks past 3 months. If anyone is doing serious research on Intel and is looking past Christmas, they would be running away from the stock. Cory, the King is naked and any technologically savvy guy can tell you that. (I know PIII/KNI design managers who are not shy to say this in private gatherings. The game that is being played right now is one of marketing. If someone understands this and still wants to stay long INTC, then the bet is an Intel's marketing execution bet. Most Intel friends I have have believe that AMDs poor execution coupled with Intel's marketing savvy can pull this one through, but nevertheless bought in to AMD as a hedge, just to be on the safe side) <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. > Simply put, there is still some risk here. A lot of it is perceived but it doesn't matter - perception is reality. <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. > This is not my understanding of how hedge funds work. Nonetheless, Vinik, I believe is a holder of AMD but I am not sure of this. <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"> He is right.....in the short term, depending on the scenario. Just look at the struggle IE had with Navigator and you will get a counterpoint. <Just my opinion..> And this one is mine. Chuck