SI
SI
discoversearch

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: Bill Jackson who wrote (96892)3/5/2000 7:46:00 AM
From: DRBES  Read Replies (2) | Respond to of 1577183
 
My take on all of this is that it really is a horse race and that the relative prices of the stocks of the two companies are very far away from any recognition of the reality of the real situation that is at hand. AMD appears to be siting on a set of trump cards and plays them at will.

Remember: "THE ENEMY OF MY ENEMY IS MY FRIEND." AMD has many friends.

Mickey Dee seems to be one of few friends that inteL has anymore. IBM, Gateway, Compaq, and etc. are getting ready to eat his lunch in the marketplace while all that he may have left will be a few stale hamburgers. He may just be destined to become the Ronald McDeee of the computer box industry.

Please do excuse my trite symbolism if it has become too excessive.

Regards,

DARBES