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Politics : Formerly About Advanced Micro Devices

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To: Christopher Reed who wrote (27342)12/30/1997 9:37:00 PM
From: DRBES  Read Replies (1) of 1575012
 
re: "Is this new news?"

Not really! I believe it is a less than completely correct
interpretation of older news.

The real reason that iNTEL cut prices is probably their introduction
of three more and significant speed upgrades that loom on the nearby
horizon. This is worrisome for AMD unless they can get their act
together enough to also introduce some upgrades in the near term.
The market action of the stock would appear to say that they are
letting things slip further. It remains to be seen whether the recent
market action is discounting more bad news than is actually happening.

Regards,

DARBES
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