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


To: Tenchusatsu who wrote (107076)4/20/2000 9:31:00 PM
From: tejek  Respond to of 1573925
 
Ten

As a footnote to what we were talking about...Intel is delaying release of the 2 Celeron chips whose launch was announced just a few weeks. Another delay in a series of delays and missteps.

Do you still not see pattern and a problem? And why Intel may be subject to a downgrade.

ted



To: Tenchusatsu who wrote (107076)4/21/2000 5:58:00 PM
From: Kenith Lee  Respond to of 1573925
 
Tench,

Didn't you say Mr. LaFountain based his target on value? I remember he also downgraded AMD recently because it has ran up. Initially, I was not too happy with that call of his but I finally understand why after reading your explanation. Although there may still be some money to be made (Intel), the risk/reward may not be favorable, for a conservative analyst.