Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (33359)	6/18/1998 1:19:00 AM
From: Dale J.	Read Replies (1) of 1572813

What effect do think the upcoming glut of chips will have on Intel? Especially if they become the high cost producer vs AMD? You know, because of the large die size Jim, that's a good question you asked Yousef. What is your opinion? As for me, I think it will be a disaster for AMD. It just means more losses. Increased AMD production will continue to erode Intel's earnings, but Intel will still be profitable. AMD and Cyrix seem to be on a kamikaze mission against Intel. Do you think AMD or NSM will be profitable anytime soon? Dale

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