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

To: gerard mangiardi who wrote (41415)	11/13/1998 9:32:00 AM
From: Jim McMannis	Respond to of 1572354

Gerard, Some of us do. Unlike some here, I'm betting on the whole chip industry and it's paying off. Intel will do well because it's the leader and that's where the money will flow regardless. AMD benefits from a turnaround situation as well as a strong sector as well. Unfortunately, this practice is looked down upon by some of the church of Intel zealots. Click here for the real story... exchange2000.com Jim

To: gerard mangiardi who wrote (41415)	11/13/1998 2:38:00 PM
From: RDM	Respond to of 1572354

I have owned Intel since about 1983. I have varied the quantity that I own a lot from time to time. I have owned AMD since 1977, although I have sold out my position a number of times. I currently hold Intel that I bought in 1995 and AMD that I bought in 1997. I have made money almost every time when selling. I currently own more AMD than Intel by a 6:1 margin. I believe that there is more upside opportunity in AMD than Intel although at a risk of higher volatility. AMDs most optimistic forecast is to have a sales level in 1999 of less that 15% of Intel's. The success of AMD depends more on the effective execution by AMD than on any action of Intel. AMD stock is price at a low multiple of 1.5X Sales revenue while Intel in price at 6X Sales revenue because Intel reliably turns in high level of earning. If AMD can "show us the money" (profits) then their stock valuation would come much closer to the 6X of Intel without affecting Intel materially. Wall Street and the financial world strongly rewards regular and predictable profitability such as Intel has demonstrated. I am looking forward to AMD at 60 and Intel at 120.