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

To: Elmer who wrote (84534)	12/31/1999 6:45:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1573092

Elmer, Re: "why is it not a legitimate question to ask what the impact on AMD will be when Intel gets past the stumble. It seems to me that this is a question that is important to holders of both stocks." Because that would require a view that extends beyond just a few weeks. You're not likely to find that from the AMDroids. Very interesting. My answer to this is, Intel getting past its stumble can do good to Intel but can do no significant harm to AMD other than providing increased competition and slight increase in the pricing pressure. But if you are implying more to that question - Intel getting past its stumble as Intel resuming some kind of price war - forget about it. Can Intel do significant financial harm to AMD as it was able to do in the past? IMHO, the answer would be yes, but only when Intel is willing to see its stock price around $35 from the current levels. Now let me pose the same question to you with a different twist - what happens when Intel doesn't get past the stumble? Goutama