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

To: Gottfried who wrote (25023)	10/7/1998 8:36:00 PM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

GM, biz.yahoo.com FWIW, I disagree with Kumar Ashok's analysis on AMD, they will continue to grab market share from INTC even if margins are lower. I see AMD on a climb from here as their CPU speeds increase and they announce the K-7 Processor soon. I could see them at $25 in 3-6 months. They are the only real competition to INTC in the personal computer/general consumer market and will continue "own" the sub zero market and soon the laptop market with their high performance CPU's. They will soon have a "system on a chip" that will dominate the personal appliance/PC market at the expense of INTC and other competitors. Just my opinion, BB