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

To: Bill Jackson who wrote (119125)	7/4/2000 9:25:36 AM
From: DRBES	Respond to of 1576778

To Bill Jackson, re: "Yes the corporate culture at Intel has become a dinosaur. They have a grave need to re-invent themselves. Will they be able to do it; or will they DEC themselves to death?" I think that your comparison of inteL to DEC is entirely appropriate. I have to admit that I am more tempted now than ever before to short its common. I, probably will not, however, nor would I counsel others on this thread to do so since its potential for positive surprises (negative for AMD) remains unacceptably high. I disagree with Dan Niles about the viability of two companies' coexistance at the top of the hill. I suspect, in the longer term, that there is room only for one. inteL has enough "irons in the fire" (Golly, I do hate cliches so; but they become such because they express relatively complex thoughts so compactly and so well.) that AMD overtaking inteL decisively and for a sustained duration, would not necessarily lead to the demise of inteL. It would, however, have a profound impact on the ratio of the total market caps of the two companies. Currently that ratio is over 30:1 down from around 100:1 and relatively recently, on the "GATEWAY SCARE", mid 30s:1 . If the gap closes decisively, as I suspect it will, we will look back at the current prices nostalgically as missed opportunities. By the way, I am not buying anymore at these level...I am "up to my eyeballs" (There I go with my cliches again.) in AMD common...all purchased at considerably lower prices. Regards, DARBES