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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (97976)3/11/2000 12:05:00 PM
From: niceguy767  Read Replies (1) of 1571055
 
Fudd:

Re: "AMD wanted it and they wanted it bad."

Comment: But not at any price...As in Scorched earth pricing!!!

Bittersweet outcome for AMD...Got some Athy publicity inasmuch as MSFT postured themselves as considering the Athy...AMD didn't prostitute themselves to obtain the MSFt business...Like I've maintained throughout, Fudd...AMD management has exercised nothing but good judgment and excellent delivery on promises since the "spry Athy" was introduced...Not all microprocessor companies can support, via action, such excellent performance!

By the way, don't know where you get the thought that AMD earnings are impacted in any negative way by their decision not to participate in a "scorched earth" MSFT/INTC pricing competition...AMD Q1 earnings and Y2000 earnings will be records (wish I could be that confident about Intels) or are you still stuck on negative $0.62 as in your Q4 estimate?
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