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

To: niceguy767 who wrote (91486)	2/4/2000 10:48:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1575826

niceguy - <One year is long term in this industry and for the year 2000, it is my position that ROI on AMD at $36 will be greater than ROI on Intel at $100. With respect to the longer term, Given only 150 million shares, AMD offers tremendous leverage compared to Intel in the event the "spry Athy" turns out to be half the success current indicators suggest it will be...The PWeeIII is a "second best" processor, that is, if you can find one to test!> Your conclusions about Intel often have nothing to do with its fundamentals, instead spiked with Pwee crud (emotional). Bottom line is Intel is sold out of them. Also, you NEVER mention Willamette. Maybe I have an unfair advantage here. That's OK. Be skeptical, but don't pull the wool over your own eyes. PB