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

To: Petz who wrote (82636)12/10/1999 7:46:00 PM
From: DRBES  Read Replies (1) | Respond to of 1573868
 
re: "I think this is becoming an ego thing between Kumar and Niles. Whoever is further off on Intel's Q4 will probably have to eat humble pie."

The rumor is that Kumar just tucked his napkin in around his fat neck.

Regards,

DARBES



To: Petz who wrote (82636)12/13/1999 12:55:00 AM
From: Charles R  Read Replies (1) | Respond to of 1573868
 
Petz,

<I think this is becoming an ego thing between Kumar and Niles. >

FWIW. If Niles let ego come in the way he probably would not have been the first guy to raise AMD ratings. (Niles got chewed by Sanders during Q1 or Q2 earnings.)

IMHO, Niles is the best cpu biz analyst out there right now and he is calling it as he is seeing it.

Chuck


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