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 : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (50442)	3/7/1999 9:51:00 PM
From: JRI	Read Replies (1) \| Respond to of 132070

Earlie...Thanks for your response.. I am not able to make the expert case for Intel, so I'll leave that to others, but a couple adjoinders to the (bear) arguments you listed (I do admit what your points are threatening).. (1) Without the recent year and half surge of AMD, the DOJ would have a much stronger case against Intel....Ironically, AMD recent strength could change the outcome or at least have an effect in the decision.. (2) AMD still hasn't learned to be (adaquately) profitable at their operations, despite this rather large recent success...their management definently lacks something (a lot things)...Look for AMD to slip up (just as well) going forward...Bad things happen to bad managements rather easily... Again, others (Paul Engel) can argue much better than me on this one...good luck to you..