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

To: Paul Engel who wrote (68844)	8/14/1999 8:21:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1573895

Paul Re <<I think your needle is stuck !>> Maybe you should point that out to Elmer and his MIAathlons, promised in June (they never were!), still missing .... Mani

To: Paul Engel who wrote (68844)	8/14/1999 8:34:00 PM
From: Dan3	Read Replies (2) \| Respond to of 1573895

Re: Your ability to predict AMD's fortunes... Paul, I at least continue to think that AMD, though considerably more of a speculation than Intel, has a possible reward that more than justifies that risk. I'm also of the opinion, that since the stock is close to its breakup value, AMD may have less of a downside potential than does a more fully valued stock such as Intel, certainly it has less of a downside potential than most stocks with the possibilities of this one. Is the idea of choosing a high risk / high reward investment over a moderate risk / moderate reward investment totally incomprehensible to you? During this month we will begin to see Athlons sporadically available, next month they will be readily available. By the end of the year, and I hope (but am not certain) in time for the end of November / early December sales season, they will be everywhere. If in the same time frame intel has coppermine equally well available, at higher clock speeds than Athlon, then AMD will probably be stymied once again. But if coppermine is stuck running on motherboards that require scarce expensive rambus dram, or if coppermine really does top out at 667MHZ, intel will be shut out of the high end. If all of the "good" pcs are AMDs, then the same halo effect that lets intel get considerably more money more for a Pentium III than AMD can get for a K6 III may begin to fade. I expect Intel to be shipping 733 and 800 coppermines for the christmas season. But I expect AMD to be shipping Athlons at the same speeds. And, thanks to rambus, it looks as though the company with the big motherboard / chipset problem may be Intel, not AMD. So I think AMD has a real shot at it this year, better than in years past, partly due to some unusual bad luck at Intel. Dan