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

To: f.simons who wrote (120783)	7/25/2000 8:31:53 PM
From: Charles R	Read Replies (1) \| Respond to of 1572965

Frank, <Intel has its own set of concerns, and they are different from AMD's. > And, what are they? What is the valuation you would give to Intel with and without those concerns. <In fact, I am a little puzzled as to why you would expect investors to use the same factors in evaluating these two companies.> Bottom line, Frank. Bottom line. Either the company is growing or it is not. Intel is hardly a growth company. I am trying to understand what is the metric that YOU use to value Intel? Forget disparity with AMD - market leaders and companies with good track record always get a premium. Just think about Intel and tell me how YOU are measuring the company and how YOU value it. Chuck