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

To: Cirruslvr who wrote (102860)	4/7/2000 10:35:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572556

Cirruslvr, <Prudential's report on Intel (and AMD) Basically, he is saying there is room for Intel and AMD in the market and both should be fine if the strong demand continues and both companies stay rational w/pricing. He also says Intel's gotta get to Willy ASAP.> Thanks for posting. Looks like some analysts are starting to see the importance of Wilamette It appears to me that Mosesmann or the other analysts have thought about the risk level of INTC if Wilamette execution is clean. If Wilamette does a CuMine, Intel will be in a world of hurt. Chuck