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: xun who wrote (79566)	11/11/1999 10:01:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1574076

<I still wants to hold some of my AMD till I retire;) What do you think?> Too early to tell if AMD is a good long term investment. Right now whether one likes it or not, AMD is a one trick Pony. Athlon is super and will be a killer chip for the bottom line for the next year. But, AMD needs to keep up with the execution. One big thing I will be watching is IA-64 vs. AA-64. Whoever wins that will have a good long term future. I think Intel screwed up big time with Merced aand think AMD's chances are better than 50/50 - if they can execute. But, I think AMD has a lot to prove. <Enjoy the moment and have a wonderful hignt.> Thank you and same with you. Chuck

To: xun who wrote (79566)	11/11/1999 10:26:00 PM
From: xun	Read Replies (5) \| Respond to of 1574076

Just for fun. A piece from TheStreet.com: " Breaking News : Hardware/PCs Advanced Micro Devices Soars After Forecasting Strong Fourth-Quarter Sales By Kevin Max TheStreet.com/nytimes.com Staff Reporter 11/11/99 5:05 PM ET Advanced Micro Devices (AMD:NYSE), the No. 2 chip maker, surprised Wall Street on Thursday by forecasting strong sales for the fourth quarter and indicating that the company might break even. ...... Does this raise concern with neighboring Intel? Joseph thinks not. "We think Intel and AMD can live together," Joseph said. "AMD is targeting Intel with the Athlon chip. Intel would have to cut prices deeply on the Pentium III, which I don't think they'll do." Intel's market capitalization is 78 times that of AMD and has a history of aggressive acquisitions to take market share. AMD has about 10% of the microprocessor market. " Does that mean INTC gonna acquire AMD? ;-)) No, thanks.