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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (106628)4/18/2000 6:53:00 PM
From: Goutam  Read Replies (3) of 1585179
 
Chuck,

This is what I heard on CNBC just few minutes back. An analyst (sorry forgot his name) saying that AMD has better upside potential than Intel (he did however add the cautionary statement about past AMD problems with not being able to deliver chips in quantity). The most interesting thing that was mentioned related to a price war, a CNBC reporter said if AMD decides to cut prices in the future, it may put Intel in tough situation - either cut the prices or lose the market share. This is the first time I'm seeing the reversal of perception of AMD and Intel in the media wrt price war issue.

Goutama
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