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

To: Process Boy who wrote (91411)	2/4/2000 8:55:00 AM
From: niceguy767	Read Replies (1) \| Respond to of 1576323

Hi PB: Re: "I am not going to rotate out of INTC for a one year shot. The taxes alone would be devastating. As I said, maybe some risk capital. I track AMD. I have it set up for the push of a button. We'll see. But it wouldn't be because I thought INTC was going down.I like CG's position actually. I think he'll be laughing all the way to the bank this year with his strategy." Comment: I, too, believe both Intel and AMD will be higher by year end...I just think that existing fundamentals on AMD are outstanding and that it is in the initial stages of a major growth surge and as such, in a relative sense, will turn out to be the superior investment and by a wide enough margin that it makes sense to me to hold AMD and not Intel...If I owned Intel I definitely would convert to AMD given the share price potential associated with successful implementation of the "spry Athy" compared to the severe difficulties experienced by Intel in its attempt at keeping pace with the "spry Athy"...In recent history, Intel has never been relegated to a "second best" performer in the microprocessor marketplace.As leader, Intel's profits were outstanding...As the new leader with its "spry Athy", AMD's profits will be outstanding and I fully eD share price to reflect these outstanding profits by a much, much higher price by Y2000 year end...At $39, AMD is the best bargain that I can locate in the marketplace!