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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (100400)3/28/2000 7:29:00 AM
From: hmaly   of 1576605
 
Tench Re.<<<<<<< The only thing that has changed this time around was that AMD started executing well on a strong product design. And perhaps that was what very few people expected, myself included, given AMD's history. That's why AMD is succeeding now. It doesn't matter how many mistakes Intel makes. If AMD hadn't executed well on Athlon, this stock would still be in the teens and low 20's.

Tenchusatsu >>>>><

Tench, you are absolutely correct except that what Ted is talking about also helped. What's keeping the price down now is the analyists expectations of Intel's reprisals. However Intel itself is not executing well enough to do that. I.E. Intel doesn't produce enough high mhz chips to limit AMD's high mhz production and vice versa.
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