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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (46206)1/15/1999 1:25:00 PM
From: Pravin Kamdar  Read Replies (1) of 1573697
 
All,

It seems to me that instead of focusing on Intel, their technology, and the affect of their pricing on AMD, it might be worth taking a hard look at how Cyrix will be affecting AMD by early 2000. To me, this is AMD's biggest threat (hopefully, AMD will be able to insulate themselves from this threat with a big success in the server market with the K7).

Pravin.
In for a penny, in for a pound. I just picked up another 1000 shares at $21.875. K6-3 and 450 Mhz K6-2 announcements this quarter should push the stock back up to $30.

Pravin.
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