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


To: George Katsoulis who wrote (46689)1/20/1999 12:04:00 AM
From: Tony Viola  Respond to of 1572326
 
George, >>>I just started reading this thread, since I dumped my Intel.

Opinions?<<<

Bad decision dumping Intel.

Tony



To: George Katsoulis who wrote (46689)1/20/1999 12:11:00 AM
From: Time Traveler  Read Replies (1) | Respond to of 1572326
 
Yes, there is no doubt that you can make a lot of money with AMD. AMD is not an fundamental investor's stock but a trader's. And to be a trader, you need to have great timing. That means being a professional.

I was sitting on a $140K profit (in less than 4 months) until Jerry showed his gross incompetence. That only left me with less than half of that, still good but it hurts.

From the street, every thing looked very good in Q4. I should have trusted my gut feeling (Jerry's gross incompetence) than my senses.

Time Traveler



To: George Katsoulis who wrote (46689)1/20/1999 2:29:00 PM
From: Petz  Respond to of 1572326
 
George, welcome to the thread. Here's some data for you:
.....................................Intel..............AMD
Market Cap 237 Billion 3.2 Billion
MP $ sales growth Q4'98 vs. '97 +17% +140%
Unit market share 4Q'97(1) >90% 7%
Unit market share 4Q'98 75% 16%
Market Cap to 4th Q. Sales ratio 31 4.1

(1) Intel does not publish MP sales numbers, this data based
on 20M units for 4Q'97 and 26M units for 4Q'98, which are
believed accurate.

Petz



To: George Katsoulis who wrote (46689)1/20/1999 2:33:00 PM
From: Petz  Read Replies (2) | Respond to of 1572326
 
Sharptooth coming early? Spotted by JC, a Taiwanese news site says:
99/01/20, 8:50am - Here's the first somewhat reliable K6-3 release info, I say this because it's from a Taiwanese news site ;). Take a gander here, where it is said: "AMD will release Sharptooth on Feb 14 in order to beat Katmai to the market". Hmmm, just a rumination ... If Sharptooth comes out on the 99/02/14, then what's up on the 24th? (an AMD representative has earlier stated that something will happen on that date)
chiptech.com
Petz