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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (63692)6/29/1999 2:03:00 AM
From: Yougang Xiao  Read Replies (1) of 1572099
 
Chuck: Re Via bidding for Cyrix:

I hated this news more than AMD losses 600 millions in one single quarter.

I thought AMD already paid 200 millions Cyrix death TAX for Q2.

Quick pointers comes into my mind:

Low end war will not die down any time soon, will get worse.

Both Intel and AMD will bleed big time to fight Via in low end.

Via will grab a BIG chunk market share out from Greater China market for they know better than Intel and AMD combined in that huge market.

WallStreet will view this development with great negative bias, and rightly so, for there is no abatement for the fast decline of CPU prices.

Bad, bad news!
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