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

To: f.simons who wrote (120995)	7/26/2000 7:02:21 PM
From: Charles R	Read Replies (1) \| Respond to of 1573150

Frank, <And you didn't say whether you owned any AMD a year ago. Remember that old bottom line.> Yes, I did. I had a small position that went no where for a few years. <You just didn't LIKE my answer, so you have to tell me I am full of it.> I am sorry Frank, I don't even know what your answer is, so how can I like it or not like it? May be you can tell me again - what is your valuation metric for Intel. <20 years of consistent profits. Stock doubling every 18-24 months. Consistently. Great management that has made these results possible. 70+% of the world market. 14 Billion in cash. A vision of the future that goes beyond CPUs. I am sure that all this is simplistic to you, but hey, I am a simple kind of guy.> All these are the reason for Intel to be where it is today. There are many companies which went down after a glorious past. Remember the old K-Mart when it was the king of retail. KMart closed 62 stores or something like that today. So, how do YOU value this company against any financial metric. Clearly, growth is not your metric. Neither is operating profit. Nor is it a PE consitant with growth. And that is the last time I ask you that question. Chuck