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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 204.70-2.5%3:59 PM EST
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To: Dan3 who wrote (21962)12/8/2000 1:14:09 PM
From: jeff_boyd___Read Replies (1) of 275872
 
"I'm pretty much convinced."

Still. Do you remember Jerry saying something to the effect that the K6 is smaller die than Celeron and if they want to get into a price war "bring it on."

Sometimes when things go bad for a company, they will take advantage of the opportunity and clean up their balance sheet, take some charges, etc. If Intel continues to struggle and the stock price went down 50% again, a good chunk of the execs options would be underwater. At that point in time, they might just enter into a Jihad to destroy AMD. Fortunately, AMD is much more competitive this time and the price for Intel would just be huge.

Thanks again for responding to my questions.

Jeff
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