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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (61480)	6/11/1999 2:51:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 1572099

Tench, re:As of now, though, let AMD pat themselves on the back. They deserve it. I wouldn't pat AMD on the back just yet. Apparently, the market doesn't perceive K7 as being a savior anytime soon. Even Dirk mentioned virtually no 3-rd party support fo rthe next 6 months. I'm sure TAD liked that comment!!! joey

To: Tenchusatsu who wrote (61480)	6/11/1999 3:26:00 PM
From: tejek	Read Replies (3) \| Respond to of 1572099

Your comments re intel were interesting in that I do not think any company in the chip/pc industry can afford to be complacent right now. And I think many in the industry would question whether intc could sit back and "just weather the storm". There is no question that intc is the leader and that it is sitting on substantial cash reserves. However they are incurring some extraordinary (extraordinary in terms of accounting language) like acquisitions of level one, dialogic etc, and price wars (many analysts are estimating that intc is making very little if any money on celeron chips. Although so far, intc has not, to my knowledge, provided additional guidance re margins, I would not be surprised to see them come down. And there are some industry officials who do not think that with the advent of information appliances, any one company including intc will dominant the chip business. In fact some are suggesting that intc is on a buying spree in order to insure it has sufficient customers for its products. Just like the people on the dell thread have learned, none of us can afford to be complacent with our investments no matter the company(ies). I am in amd because of its intro of the k-7 and because like T. La Fountain has pointed out inadvertently in a later post, amd is cheap for a chip stock. Finally I appreciate the spirit in which your last comment was made.