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

To: tejek who wrote (114154)6/4/2000 9:56:00 PM
From: Scumbria  Read Replies (2) | Respond to of 1578162
 
Ted,

All those things you say may be true, but the AMD investors are the ones who are likely going to get rich. Others are living in the past.

Scumbria



To: tejek who wrote (114154)6/4/2000 10:09:00 PM
From: TimF  Respond to of 1578162
 
And its more than simply because Intel has greater fab capacity. It has to do with Intel's history....its much higher ROE, its profit
consistency year in and year out


I do believe Intel's past performance deserves a premium over AMD. I just think the premium is too high right now.

Tim


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