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

To: Gopher Broke who wrote (92872)	2/14/2000 1:01:00 PM
From: Process Boy	Respond to of 1574216

GB - <I have been constrained from buying more AMD by the threat of IDF and what might be demoed there. You probably have a better idea and yet choose not to wait until after IDF. An interesting/significant decision IMO.> Not really. I didn't sell any Intel. I expect Intel to have a wiz-bang IDF. And Intel is by far my largest holding. My premise is that Intel is currently capacity constrained, and AMD will pick up some business going forward until this situation is fully rectified, which it is in an incremental manner. Intel is a long term investment, as I believe their long term roadmap is more compelling. The AMD purchase is more of a short term play. PB