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

To: Paul Engel who wrote (19630)	11/19/2000 12:48:38 PM
From: jamok99	Read Replies (1) \| Respond to of 275872

Paul, Re: <<Intel's stock has a history of breaking through prior "highs" within 6 to 12 months.>> Well, I'd certainly like that, since I do have some INTC (about 10% of the amount of AMD I hold). However, has the fact that this time may be different escaped your attention, given that most people would rather cuddle up to a leper than own semi stocks these days?

To: Paul Engel who wrote (19630)	11/20/2000 2:21:49 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Paul, Just checking into see if your conviction in P4 still exists given the reviews that you see out there. On the upside, Intel longs get the benefit of AMD screwups for a change. The cancellation/slip in Mustang/Palomino core it the best thing that P4 got going for it. Today would have been a P4 massacre day if Palomino benchmarks showed up. Chuck P.S.: Intel may have picked a wrong battle to fight - visual computing. AMD may kick some serious butt here in short order (in performance not MHz). MHz rants should be the way to go for Intel.