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

To: Mani1 who wrote (91415)	2/4/2000 10:42:00 AM
From: Process Boy	Read Replies (3) \| Respond to of 1576648

Mani - <Niceguy thinks that he get a better return on his investment by being long AMD compare to being short INTC. Do you understand this?> You don't understand. I understand niceguy's AMD position. I am razing him because he is claiming "production problems", and uP division in disarray. He also believes Intel makes up operations shortfalls with investment sales. If he truly believes this, Intel's Q1 should be a disaster, and he should short INTC. I have no problem with his AMD position, besides his cheerleading is a little much sometimes. It's the reasons for his conclusions that I am questioning. Get it? PB