Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (58511)	5/17/1999 10:55:00 PM
From: Charles R	Read Replies (4) of 1575424

"This K7 looks like a real Intel KILLER ! Every leaked benchmark suggests it TROUNCES Intel's best. Sell your Intel - before Intel files Chapter 11 - maybe as early as tomorrow afternoon." Paul, You should know this better. Intel's stock price does not depend on K7 or anything else that AMD does - It depends on how Intel responds. And, right now I am not comfortable with their response. Intel appears to be trying to kill off AMD before K7 instead of going for a successful duopoly while conceding market share slowly. I could be wrong about this but am trying hard to understand strategy behind the current ASP drops and can't find any good explanation. May be you could put that brain of yours to explaining Intel's strategy instead of coming up with sarcastic remarks. (sheer waste of talent, IMHO) Chuck

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