This guy is good:
messages.yahoo.com
AMD longs, this is easy money.
by: JewishMoneyMan (46/M/Dollarsville)
12/15/1999 1:22 am EST
Msg: 88159 of 88159
Intel is trying to make AMD tip its hand and, shoot its wad so to speak. Intel can't deliver what
they've already announced, and now they are announcing 750s and 800s? All they want to do is
to try to get AMD to announce and deliver 850s or 900s right now. This will devalue the AMD
chips that are already out there. If this were to happen, Intel will still sell a lot of chips at lower
speeds, but AMD would be making less margin than it should at the high end.
I actually think Intel is trying to taunt Sanders into making a mistake, trying to play n his ego and
goad him into premature action. I think Intel is that desperate. Intel thinks that if it can only hold
AMD off until Willamette comes out, then control can be regained. They are doing whatever it
takes to keep AMD stock price down, credibility down, and margins down without hurting Intel's
weak margins any further.
The recent price cuts on P3 were a joke. Just like the 750 and 800 MHz CPU announcements,
they were "symbolic" (AKA "smoke screen"). Intel is just full of it (I mean the symbolism, of
course) these days, isn't it?
All I know is that you can't fool all of the people all of the time. Did you read how Intel is "not
commenting" on the new product releases? So they start a rumor, and then fail to comment on it.
Has anyone also noted that Linley Gwinnap (spelling?), who is usually totally anti-AMD and
pro-Intel (as opposed to Michael Slater that leans towards AMD) is now starting to repeat the
bad news about Intel CPU availability? And what about Kumar? I've never heard him say
anything even approaching negative sounding about Intel until recently. At this point, he has
stopped callling AMD names, and is telling us that Intel's CPU sales are definitely weak. This is
unheard of. One of these days, the flood gates will burst, and Intel will plummet. They might take
AMD down a few notches as well by saying that the demand was weak overall, etc.
I plan on buying more AMD if it even touches 26 again. I don't think it will, but my buy order is
already in.
Shalom to AMD longs.
JMM |
