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Politics : Formerly About Advanced Micro Devices
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To: steve harris who wrote (77717)10/29/1999 12:59:00 PM
From: Bill Jackson  Read Replies (3) of 1572808
 
steve, Paul makes much of the fact that AMD is so small. Well the dinosuars paid scant attention the the mammals...until their eggs were eaten.
Now Intel has to cut prices all scross it's lnies to stave of AMD. This will have an enormous impact on the earnings and the concommittant share price.
Intel does indeed have enourmous costs and many fabs that will prove a burden as they scale to .13 and make 4-5 times as many chips and they fabs get severely underutilsed...I guess they can make more flash or ROMs

Bill
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