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Politics : Formerly About Advanced Micro Devices
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To: Trey McAtee who wrote (52146)3/9/1999 6:34:00 PM
From: TGPTNDR  Read Replies (2) of 1578482
 
Trey - Just keep it cool boy, real cool -- AMD is in a tough position, they have to keep volume up, and try to make headway on the fastest grade of chips, while learning the process methods. INTC mostly has those process methods under control, as demonstrated by the excellent performance of the Celeron chips at high clock speeds. AMD has made admirable gains on INTC in the last year, after falling behind in '97.

One(or at least this one) hopes the gains continue, but they are engineering and producing at the far extreme of their learning curve. That is the only place they can produce and make any money. They need over $100/CPU to break even.

I am shocked, and heartened by the relatively light hit the stock took today, & expect to buy some more in the near future.(At the same time, I look at the insider sales for January & wonder).

tgptndr
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