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To: Amy J who wrote (95620)1/11/2000 4:24:00 AM
From: Process Boy  Respond to of 186894
 
Amy - <Having said that, on 1 to 3 occasions, when there was something ambiguous about Intel, he seemed to lean towards negative interpretations, but when there was something ambiguous about AMD, he seemed to lean towards the positive. >

Yes. Well said.

Not that he doesn't have the right to call 'em as he see's 'em. I just strongly disagree with his premise that because smaller market cap co. A has the infamous "more potential", market leading co. with large market cap B is overvalued.

I don't think it's going to work out that way. IMO.

PB



To: Amy J who wrote (95620)1/11/2000 10:25:00 AM
From: Joseph Pareti  Respond to of 186894
 
>I continue to disagree
>with (what I think might be) his premise
>that Athlon can be successful against Intel

one thing is for sure, these AMD guys master the PR game
and the public has short memory.


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