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


To: kash johal who wrote (6644)8/27/2000 12:56:09 PM
From: Paul MaRead Replies (1) | Respond to of 275872
 
Kash, the .25 is pretty unbelieveable. Everything else sounds ok, except the .25 should be .18 and the .18 should be .13.

Paul



To: kash johal who wrote (6644)8/27/2000 5:27:34 PM
From: Bill JacksonRespond to of 275872
 
Kash, I sure hope he(Edelstone) gets some respect in other quarters because he does not earn any here with those comments.
He seems to have intel frozen in .25 land far too long.
It is quite possible some early parts will be .25, but I have to feel that .18 and .13 will follow very quickly.
It seems to me that AMD has forced a compression of those time tested Intel principals into a hurried slapdash comedic tragedy. Time and again we have seen Intel snatch defeat from the jaws of victory, and now we have Edelstone with defeat in de mouth.

Bill



To: kash johal who wrote (6644)8/27/2000 6:23:14 PM
From: survivinRead Replies (1) | Respond to of 275872
 
Kash, here is another interesting Street.com story

Drew Peck has some insightful commentary many on this thread will no doubt agree with:

That's the Strange Thing About Intel
By Thomas Lepri, Staff Reporter

...

"The Pentium IV doesn't do much more than the Pentium III,"

...

"That's the strange thing about Intel," says Peck. "Despite the fact that they're facing some of their biggest challenges in the last 20 years, the stock is selling at an all-time high. It seems very odd. There's some sort of resistance on the part of investors to acknowledge these issues."

thestreet.com