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


To: tejek who wrote (126006)10/13/2000 2:01:23 PM
From: Alighieri  Read Replies (1) | Respond to of 1583677
 
This may come as a surprise but I think the article is a very fair one....

Ted,

My take..the article is fair in the sense that it is a reminder of the fact that Intel is much more broadly owned than AMD. The message here is that analysts are catering to their beaten down, aching, Intel owning clients.
I am becoming convinced that analysts "allow" AMD stock to move up only if that upward motion does not come at the expense of Intel..and this is the thing that Sanders has not understood yet, evidenced by his penultimate anti Intel rant on CNBC the morning after...(why does he do that??? very frustrating and low class). Who is the audience anyway...investors don't want to hear that you are selling better products cheaper...that makes you look stupid. You don't see Juniper's CEO on TV comparing itself to Cisco in the same way.

And these become some of the most potent reasons not to own the stock in the eye of the average Joe investor...

My 2 cents, Al