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


To: Mani1 who wrote (59566)5/25/1999 2:47:00 AM
From: Paul Engel  Respond to of 1575582
 
Mani - Re: "do you own AMD to hedge your INTC's"

Absolutely NOT !

I own AMD with the intention of selling it sometime soon - to make a profit - before the stock drops back to where it usually finds a "home".

I have found that, over many, many years, I do not need to HEDGE my Intel stock.

It goes up, it goes down, it goes up even more.

My Intel stock just sits and appreciates over the long haul - as any INTC chart will show you (see my profile !).

Often, when Intel gets battered down for whatever reason, I just buy more Intel.

Tomorrow may be a good day for that - with the knowledge that Merced is getting very close and the K7 is once again a good effort by AMD - but not good enough to push Intel out of the markets that it wants to dominate.

AMD needed to deliver a Show-Stopper in the K7. It looks more and more like the K7 will be incrementally better than prior AMD chips - except for the FPU which looks suspiciously poor.

Paul