Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DRBES who wrote (68625)	8/12/1999 4:23:00 PM
From: DRBES	Read Replies (1) \| Respond to of 1575523

ANSWER: MOST of the share valuations and the sales traffic is generated by institutions and represents OPM (other peoples money). The valuations are abstractions and not subject to tests of reasonableness. As Vantis demonstrated, the break up value of AMD is probably between $30 and $40, while the increasing price of iNTEL is supported by a confidence that AMD's past egregious performance is a solid guarantee of a repeat in the future. It just does not work that way. There are early signs of obvious breaks in iNTEL's impervious defenses and nobody seems to realize it. STAY TUNED!!!! Regards, DARBES