Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (58801)	5/19/1999 5:24:00 PM
From: Mani1	Read Replies (3) of 1583523

Kash, I couldn't disagree more. AMD is bleeding red, it must execute flawlessly to survive. Acquiring Cyrix from NSM could be the fatal mistake. If it pans out, I will sell immediately. As of now Cyrix CPU business seems to be finished. It provides a little bit of opportunity which AMD can take advantage of, maybe. Intel will continue to fire with no mercy. AMD' attention MUST be on strengthening their balance sheet and returning to profitability by executing on the technology (design and process) front. AMD's product are continuing to gain market share and all indication are that K7 will put a dent on Intel's dominance on the high end X86 market. With Dresden combing online within 6 months AMD does not need the additional capacity. Good growth is managed growth. Hope the rumor is false. Mani

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