Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: dale sicher who wrote (45215)	1/9/1999 10:31:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 1580007

Dale - Re: " If a brash upstart can mount a competent, serious challenge to the perennial powerhouse, I'm inclined to bet on the upstart and take advantage of the inherent leverage that an initially low market share can provide " A brash upstart? AMD ? AMD was started in 1969 only a few months after Intel. AMD has been making Intel compatible CPUs since around 1976 - 23 years ago. A brash UPSTART? AMD was making x86 CPUs in 1983 - 16 years ago. A brash upstart? AMD has earned a profit - a penny/share - in only one of the past 6 quarters and has lost money in the last three years. A brash upstart? You're investment style is to bet against Intel. Instead, you should figure out how to make money. AMD hasn't figured it it out yet. Paul