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

To: hmaly who wrote (6384)	8/23/2000 9:12:08 PM
From: James Calladine	Respond to of 275872

INTC vs AMD: Nice to hear some balanced sentiment about this. So many posts are about: -- the impending demise of AMD -- the impending demise of INTC both of which are serious nonsense, in my view. Of course both companies are failing to execute perfectly. But I don't see any prospect of impending doom for either, regardless. And in the case of AMD, I particularly like: -- solid Athlon technology -- good road map for the future -- ability to manufacture with high yields -- position in flash -- profitability (now and in future) -- relentless focus on opportunities -- possible cooperation with Transmeta -- a cheap stock relative to all that -- huge upside I do NOT expect AMD to perform flawlessly in the future, or to demolish INTC but what they DO have going for them presently is enough to satisfy me. Best wishes, Jim