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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (43180)12/10/1998 11:03:00 PM
From: Paul Engel  Read Replies (1) of 1572946
 
McMannins - Re: "If you think the propects for AMD are so bad why haven't you sold the stock?"

Intel's sold out - for this quarter and next.

Cyrix/NSM is in a death spiral.

Even with falling ASPs, AMD should do quite well for the next two quarters.

What other real choices do customers have ?

Paul
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