AMD: A thread for real AMD investors not nit-picking twits Message Board

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Technology Stocks : AMD: A thread for real AMD investors not nit-picking twits

AMD 264.34

+2.5%

3:59 PM EDT

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To: DRBES who wrote (225)	2/5/1999 4:26:00 PM
From: DJ Clancey	Read Replies (1) of 254

As much as I'm not overwhelmed right now, I'm not sure it's entirely this teams (AMD) fault of their current situation. I think Intel has been acting really stupid and indiscriminate with the price cuts and it is hurting the entire industry. We saw a similar situation with DRAM a while back, but that was commodity driven, not by a single company. I think they have to rebuild the entire playing field and then it's time to rumble again. Intel is generally a class act, but when it became obvious AMD was taking it to them, the resolved to a lousy strategy. DJ

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