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Politics : Formerly About Advanced Micro Devices
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To: Joe NYC who wrote (39267)10/14/1998 4:31:00 PM
From: Yousef  Read Replies (2) of 1577893
 
Joe,

Re: "You have been saying this for more than a year. In the meantime, AMD's CPU
business has been growing in the same period."

And I have been correct that AMD has continued to "lag" Intel in process
technology (relating to performance). Intel is 3 speed bins ahead at
this point and this could be extended next year as Intel's .18um process
comes on line. AMD has "grown" its business by pricing their CPU's
at or below cost (please see AMD's past earnings reports). I think
AMD's "business strategy" is fairly reflected in its share price.

Make It So,
Yousef
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