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

To: hmaly who wrote (112632)	5/25/2000 10:43:00 AM
From: Elmer	Read Replies (2) \| Respond to of 1571040

Re: "Elmer, now I think the world is going mad. You are starting to sound like niceguy" No I'm not. Niceguy tells you AMD is taking off for the moon is 5 minutes. He's wrong 9 times out of 10 and everybody applauds him on the 1 out of 10 times he's right. The demand for silicon is huge and AMD has capacity. In fact they have more capacity then demand (IMO) for the specific products they have chosen to produce, yet they are still profitable. I still like Intel better and have far more money there than in AMD but I no longer think AMD is a lifelong loser. Times change and the successful investor has to change their thinking when the facts demand it. I still think AMD would be better off using Dresden for Flash. There's a unfilled demand. More Flash capacity could get AMD more design wins and lock in customers for their architecture. Yes the same can be said for Athlon and the margins are better for now but the demand is not an established fact and Intel is more likely to pull away in x86 than flash, IMO. EP