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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (26564)	6/20/2000 1:04:00 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

>> This latter point may be the sharp distinction between INTC's silverback position and AMD's chimp position. Did you mean to characterize AMD as a chimp? That would imply a non-Intel compatible approach. I've always thought of them as Intel's monkey, which is a lesser category than chimp, and would be interested in the reasoning behind your upgrade. uf

To: Apollo who wrote (26564)	6/23/2000 12:46:00 PM
From: FLSTF97	Respond to of 54805

AMD Sorry for responding late (damn day job got in the way). I wanted to comment on the INTC mavens position: They warn that AMD is entirely dependent on the PC microprocessor retail market. Actually AMD has been a major force in flash memory for some time now. In fact flash kept their boat afloat. My recollection (quite possibly very wrong) is that for a while AMD sold more flash than Intel. The statement about AMD lacking capacity to make serious inroads into Intel's market is a fact. FATBOY