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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: advocatedevil who wrote (49939)	7/29/2001 10:08:57 AM
From: robert b furman	Read Replies (1) \| Respond to of 70976

Hi AD, If I'm betting - I'm betting with Intel. 7.5 billion in technology upgrades should give you efficiency savings enough to put a world of hurt on AMD. Betting on AMD is sort of like tugging on superman's cape. I've been in and out of Intel over the years so I have a bias to them. I've been biassed against AMD and have been wrong. I'm surprised at their resiliency and have often thought a short would be appropriate - so I say that as I look out over the chunks of egg on my face. Intel will be the first to benefit from 300 mm wafers and .13 micron products - how much those savings are no one knows quite yet. I missed Intel at 23.50 - greedily hoping for 19's. I missed it and would love to ahve it back in my portfolio - but like the article said it looks a little rich at least compared to AMD. I'm leary of there also being a good reason for the spread. BWDIK Bob