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 (58867)	5/20/1999 12:02:00 AM
From: Process Boy	Read Replies (1) of 1583406

Kash - < SO both companies need to hope that the customer really needs the extra horsepower their chips need etc.> Kash, I think you misinterpreted my comment. I don't disagree with most of you response. However, in the worst case scenario for both companies, where essentially the market goes south, I basically agree with KZNerd, who's comments you posted in replying to me. BTW, I didn't day anything about the stock price of either company if the market goes south. I think that's obvious. The point I was agreeing to is that Intel with it's cash reserve would obviously in better shape to survive a market downturn. One factor I believe you are not taking into account is that Intel has a server / workstation business. AMD does not. This is a big factor in such speculation. If I were an AMDer, I would not be all fired up about reports of the demise of market segmentation, considering what they want to price the K7 at. PB

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