SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: carl a. mehr who wrote (37368)9/23/1998 3:24:00 PM
From: Maxwell  Read Replies (1) | Respond to of 1572208
 
Carl Mehr:

<<I suggest that you sell Intel short. Today should be a good time, as Intel is up a couple of points.>>

Why short Intel where you could go long on AMD? AMD success doesn't mean Intel demise. When you are shorting Intel you are playing with dynamite. There is a big market for both to coexist. Hopefully Intel can help their shareholders to keep it that way and don't spoil it.

Maxwell



To: carl a. mehr who wrote (37368)9/23/1998 5:48:00 PM
From: kash johal  Respond to of 1572208
 
Carl,

Keep watching for next few months and you will intel's dominance vanish.

You must understand that most of the major OEMS dislike Intel. Folks like HP, Compaq and IBM are really going to push AMD as their products become more and more competitive.

The last nail will be when Gateway and Dell fold. When they introduce AMD parts will be the signal to short Intel.

Regards,

Kash


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News