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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (83666)12/20/1999 2:18:00 PM
From: tejek  Read Replies (1) of 1572613
 
Petz and Kash,

I want to thank you both for clarifying some of the issues around yields and productions costs for the cumine 800. It was really helpful. Kash, you were reacting to some of "the cheerleading" on the thread while Petz, you pointed out where Kash may have gone too far. It really put things in perspective. I guess there isn't anything wrong with the cheerleading on the thread so long as we don't forget that intc is a very large, very powerful, very rich adversary and is never to be underestimated.

Having said that, I find it interesting the markets reaction to intc's latest launch.......as of 2:13 PM, intc down 1 11/16 and AMD up 9/16. I guess the markets know what's real and what isn't.

ted
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