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

To: Robert G. Bianchi who wrote (33131)	6/4/1998 12:11:00 AM
From: Time Traveler	Read Replies (1) \| Respond to of 1572369

Bob, thanks for your condolence [Intel stock's eroding price]. Do you have any positions either long or short in Intel or AMD? Time Traveler

To: Robert G. Bianchi who wrote (33131)	6/4/1998 12:26:00 AM
From: Kevin K. Spurway	Read Replies (2) \| Respond to of 1572369

Re: "Maybe when Intel drops another ten points, Paul and his dancing fools will leave." I wouldn't count on it (that is, the fools leaving, not the Intel dropping). On the other hand, I don't think Paul is the problem here. It's his dancing fools that bring down the thread. Kevin

To: Robert G. Bianchi who wrote (33131)	6/4/1998 9:58:00 PM
From: Jeff Fox	Respond to of 1572369

Rob, re:"Intel Stock has dropped 36+ Billion in value" Pocket change - There is still $112 billion INTC market cap still there. Seriously I'll readily admit no investor likes a 25% haircut. Hey as long as were lookin' at the numbers, consider that AMD is down under half its recent high, a 55% or so haircut. It only lost a paltry $2.9 billion in market cap. There is still $2.581 billion value left. Of course there is that $400 million brand new debt competing with investors for returns with promises of more later in the year. Hmmmm. Fun with numbers: Does this mean Intel dropped 14 AMD's worth? -------------------------- That said, perhaps you might know the answers the question of my original post. Do you know of an "official" 100MHz home grown chipset? Do you think AMD will market a "Slot A" chipset? How is the Rambus D memory interface development going or are the supporting Synclink? Jeff