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

To: Paul Engel who wrote (42306)	11/27/1998 9:05:00 PM
From: ajbrenner	Read Replies (1) \| Respond to of 1572631

RE:once ZD Intelligence/PC DATA announce that the Celerons are taking market share from AMD in the sub $1000 PC arena. Would you expect the INTC paid reporters At ZD to report anything else. I haven't exactly seen them falling all over each other to report that AMD now has a free fix posted for the MSFT timing loop bug or whatever you call it. news.com

To: Paul Engel who wrote (42306)	11/28/1998 11:20:00 AM
From: TGPTNDR	Read Replies (1) \| Respond to of 1572631

Paul Re: <My guess is that Intel is a SLAM DUNK for stock appreciation over the next month.> I sure wouldn't bet that INTC stock is going down over the course of the next month or year, & would bet that it is going to become more valuable in the next 10 years. I did bet that AMD will perform better than INTC over - at least - the short term. The efficient market theory holds that at any given time all the data is in the market and that making such a bet is stupid. I disagree with that theory, which is the ONLY reason I have money in the market. WRT <What is the dollar amount of these royalty payments?> Where in AMD would those expenditures show up? - $2M should be an item that could be found. tgptndr