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


To: TBF who wrote (47643)1/28/1999 7:45:00 AM
From: gnuman  Read Replies (3) | Respond to of 1571055
 
The "Security" enigma
Intel's right, people want security. They especially want tight security on any transactions on the Web. For e-commerce to grow it's important that there be no questions about the security of those transactions.
But what Intel missed is that people are even more concerned about the security of their privacy and identity.
Sacrificing the second to achieve the first is totally unacceptable to the point of obsession.
A good case in point is illustrated in an article in today's Washington Post.
Seem's that the states of Florida and South Carolina have sold all of the DMV license photo's to a company in N.H., Image Data LLC. This company wants to build a national database of photo's and personal information to help retailers prevent fraud. (A noble cause, as is Intel's). The companies computers can display a tamper proof photo of a person named on a check or credit card on a small screen at the retailer, enabling a clerk to verify the shoppers identity.
As with Intel's initiative, negative public reaction has been strong and swift. The citizen's are outraged. South Carolina's Attorney General has already filed suit claiming the release of photo's violates provisions of the State constitution. A Florida State Senator has also just filed a suit.
The public reaction to Intel and Image Data are identical. But unlike Intel, this could put Image Data out of that business.
This further illustrates the need for Intel to remove the ID from the chip. There are other ways to insure transaction security.
For those who are interested, here's the link the Washington Post article.
"Drivers Angered Over Firm's Purchase of Photo's"

washingtonpost.com



To: TBF who wrote (47643)1/28/1999 2:03:00 PM
From: Petz  Read Replies (1) | Respond to of 1571055
 
You don't have to be a "blind optimist" to like AMD based on
comparative valuations:
..................................Intel..............AMD
Market Cap 238 Billion 3.4 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 4.3

(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: TBF who wrote (47643)1/29/1999 1:02:00 AM
From: Steven Ivanyi  Respond to of 1571055
 
Tom:

<<Fortunately I also had a bigger position in MSFT which has tripled while AMD has done nothing over the last several
years.>>

In my own opinion MSFT is the only high tech stock you can own for years and do well. You can forget about it, and wake up years later and be pleasantly surprised. I am happy to say I have some too for some years as well.