Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Joseph S. Lione who wrote (69570)	8/22/1999 10:37:00 PM
From: Ali Chen	Read Replies (1) of 1573242

Joe, <Can you explain> What I meant was that the AMD cannot be evaluated and valuated in the same way as the company who currently dominates the market. However, AMD now has the product slightly better than Intel, and sells it slightly cheaper than Intel. Not too shabby considering all Intel's R&D ... Therefore AMD achieved two out of three components of successful market penetration. The last component - volume and availability - will come with Dresden FAB, so will the profits, and stock following later. IMHO. The risk however is all yours :)

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