Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Burt Masnick who wrote (53475)	3/25/1999 5:02:00 PM
From: Elmer	of 1576013

Re: "Mani - If that is so the fundamental weakness of their strategy is exposed. It seems to me that, if you are correct in your assumptions, AMD is saying "I am willing to lose even more money in an attempt to take market leadership from a colossus with great earnings every quarter, better process control and manufacturing smarts and VERY deep pockets. My goal is to find a price for chips so low that my competitor cannot bear to lower his price to that level, while I continue to self destruct at that price." If you are correct, can anyone at AMD spell risk? Catastrophic risk? You bet your company risk." Risk to whom? Jerry is at no risk. Jerry calls the shots so what part does risk play here? You seem to be concerned about shareholders. That doesn't play in as a predictor of AMD policy. EP

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