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

To: niceguy767 who wrote (58240)	10/10/2001 7:30:26 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Niceguy, looks like you caught me red handed with my compass blunder. ;-) But let me ask you one thing. You seem totally convinced that Intel will continue to fail in selling the Pentium 4. It sounds like you figure that even into next year, they won't be able to justify any kind of price / performance to sell as many Pentium 4 chips as they've sold Pentium III. My question is whether that is the assumption on which you are basing your investment. Are you buying more AMD because you think that next year, Intel is somehow going to lose all their business to AMD? If that's the case, I hope for your sake that you have some cash elsewhere. wanna_bmw