Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Aaron Cooperband who wrote (92905)	2/14/2000 12:35:00 AM
From: tejek	Read Replies (2) of 1574595

My comments were an effort to present a different view which is contradictory to the current euphoria. Depending on your approach, the current data can be interpreted to support either conclusion. Aaron, frankly given the quality and the quantity of good, AMD news for the past 3 mos., I find it a bit of a stretch to come to the conclusion you suggest. However, for the sake of objectivity, its always good to hear all the possible viewpoints in any argument. For an example, my current viewpoint is that Intel has yet to extricate itself from the series of snafus it set off about a year ago and that it may take Intel much longer than any Intel long would ever want. Here it is midway thru Q1 and there is still an Intel chip shortage in spite of Intel bringing all of its quite formidable resources to bear and AMD working feverishly to make up the gap. Makes you wonder how Intel will make consensus estimates this quarter. I suspect were I too present this viewpoint on the Intel thread, there would be howl heard all the way to Sunnyvale or Santa Clara....wherever Intel is based. The funny thing about the two viewpoints, yours and mine, is that probably mine is on target. ted

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