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Politics : Formerly About Advanced Micro Devices
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To: Yousef who wrote (49898)2/17/1999 1:12:00 PM
From: Bill Jackson   of 1581462
 
Yousef, Reasonable profits are to be taken, those that wait too long might lose out, as with AMD, it was susceptable to the huge weight of Intel and after the fall rush going into the summer slup I felt it better to sell. I wish I had held, but that kind of thinking lead one down hill as you wait forever.
As to Intel, the P-III?, I will not buy one as it offers marginal, if any, speed improvement at large costs. The driver for this will be the stopping of P-II production, but that will leave a huge hole for AMD to fill.... so P-II will continue....so the P-III will fight for a year or so until enough Katfood new instructions are useable by the software marketplace ......will AMD implement a workalike instruction set fast enough?...they might as the slow pace of Katfood instruction useage will give AMD time to do this.....AMD girds loins, sells RF unit...obviously hgas decided that the fast growing RF comm area is not going to ba as fast as it's K7 rampup....so it got the cash..

Bill
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