Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (91560)	2/4/2000 6:28:00 PM
From: niceguy767	Read Replies (3) of 1577836

Hi PB: You need to read a little more attentively! Re: " experiencing grave difficulties in meeting any meaningful production schedule in the top end, " Do you see the words top-end there? as in PWeeIII's 733 and above...No mention of production difficulties anywhere else! Owing to TOP-END production difficulties at Intel, there is little competition for Spry ATHY 750's and 800's and as a consequence AMD will reap fat margins in the top end! These fat margins are something, as you Intellabees oft point out, that is new to AMD...and will contribute new share price perfornmance for the AMD shareholder...Intel no doubt will make a profit as a result of margins in the middle and low end as well as sale of investments...but I doubt Intel's ROI in Y2000 will measure up to AMD's...Infact I'm willing to bet $100 that is the case!

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