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

To: f.simons who wrote (120232)	7/12/2000 1:24:35 PM
From: niceguy767	Read Replies (1) \| Respond to of 1574069

frank: Re: "So, if I understand you right, it is OK to pull out old charts that show spectacular growth as long as your future outlook is good. But if you are Intel, which has no future, it is "living in the past" to pull out those charts. Do I have it right?" Comment: Far be it for me to read anyone else their rights...AMD's recent level of execution, which is far different from that in its earlier history lends me to believe that recent (i.e since Oct. '99) AMD charts are indicative of AMD's future performance...I do not hold that comfort level with INTC, given my perception of their inconsistentencies in production since Oct. 99...AMD's Athy seems to have spooked (and I met add put into check at all price points the PWeeiii)Intel into a "hurry-up" offence...Problem is Intel has never before been in a position to practice the "furry-up" offence...and the unsatisfactory consequences have been predictable...Intel is also a very different company in the past 8 months from that which existed before...only my perception is that Intel's performance has deteriorated over this same 8 month period during which AMD's has excelled! Fortunately for Intel, they can noe claim that they are in the business of buying and selling companies in order to mask what has, at best imho, been mediocre performance in its microprocessor division over the past 8 months!