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: tejek who wrote (86661)	1/12/2000 11:57:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572629

Ted, <Charles, this is where you and I diverge....I believe Intel can say just about anything and they will be believed. > I am not sure I disagree with you here. All I am saying is what is that Intel could say this is technically accurate and could harm AMD. <You may laugh or puke after reading the above scenario but that's nearly what Intel said in the Q2 CC after blowing that quarter's earnings, and they got several upgrades and the stock went up 30% in the next 2 months.> See, here is where I see upside for AMD (instead of downside). Positive statements from Intel have to be in one of the two areas: - Market growth (good for everyone) - Increased gross margins (which most analysts will read as more benign price environment) Chuck