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Politics : Formerly About Advanced Micro Devices

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To: Ali Chen who wrote (30289)3/27/1998 2:29:00 PM
From: AK2004  Read Replies (5) of 1581881
 
Ali, All - intel released annual statement
and as a result of it someone bought ~$8M of AMD at once and AMD started to go up again. Institutional investors continue to dump intel.

Here is from Intels Annual Statement:
"Competition
....Prices decline rapidly in the semiconductor industry as unit volume grows, as competition develops, and as production experience is accumulated.... many of Intel's competitors are licensed to use Intel Patents. Furthermore, based on the current case law, Intel's competitors can design microprocessors that are compatible with Intel microprocessors and avoid Intel patent rights through the use of foundry services that have licenses with Intel. Competitors' products may add features, increase performance or sell at lower prices. The Company also faces significant competition from companies that offer rival microprocessor architectures......"
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