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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (6377)	8/23/2000 7:30:59 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

Mani, RE:"I think you have both got it wrong. Itanium may not be big hit like Intel had planned, but Intel is not that depended on it. Intel did not become by far and away the biggest semiconductor company in the world and it surely will not relinquish it over night. Intel dominates now and it will the next year and the years after that. Does AMD have a shot at being bigger than Intel in 15 years? Only a fool would attempt to answer that question." Thanks for the sensical post. All I want is for AMD to have 30% market share next year. The rest will take care of itself. Intel will probably still go up...old habits die slow. Jim

To: Mani1 who wrote (6377)	8/23/2000 8:49:54 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

Mani Re..<<<<Only a fool would attempt to answer that question.<<<< I guess that would be me and I say AMD will not be bigger than Intel 5 yrs from now. Didn't seem that difficult to me.

To: Mani1 who wrote (6377)	8/23/2000 8:51:35 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

Mani Re..<<<<Only a fool would attempt to answer that question.<<<< I guess that would be me and I say AMD will not be bigger than Intel 5 yrs from now. The question didn't seem that difficult to me.

To: Mani1 who wrote (6377)	8/23/2000 10:40:51 PM
From: Cory Gault	Read Replies (1) \| Respond to of 275872

Mani: re: "Chic, Milo I think you have both got it wrong. Itanium may not be big hit like Intel had planned, but Intel is not that depended on it. Intel did not become by far and away the biggest semiconductor company in the world and it surely will not relinquish it over night. Intel dominates now and it will the next year and the years after that. Does AMD have a shot at being bigger than Intel in 15 years? Only a fool would attempt to answer that question." Niceguy will attempt to answer it!!!! Nice that someone on this thread has a grasp of reality rather than religion!!! Good post!!! I think it is simply not fair to compare AMD to Intel. AMD and its two fab will at best do limited damage to Intel in the next 5 years. So please stop it with all this iceberg titanic stuff. I have placed my bet on AMD not because I think AMD will beat Intel, but because I think AMD's stock will outperform Intel over the next several quarters. What AMD has been able to accomplish over the last 18 months considering all the circumstance is nothing short of remarkable. But Intel is still Intel and nothing has changed in that respect.