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

To: tejek who wrote (61497)	6/11/1999 3:29:00 PM
From: Paul Engel	Respond to of 1583871

Tejerk - Re: "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." Industry OFFICIALS ? Do they enforce the Industry Rules ? Do you think they will call a FOUL on Intel? Or EJECT Intel from the "game" ? Just who are these "Industry OFFICIALS " ? Who elects them ? Who pays their salary ? Paul

To: tejek who wrote (61497)	6/11/1999 4:14:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1583871

<And I think many in the industry would question whether intc could sit back and "just weather the storm".> Intel may have to weather the storm, but they're not going to sit back and pray that the storm clouds disappear. That's why Intel is acquiring like crazy, going full speed ahead with 0.13 microns and 300mm wafers, and pushing forward with new processors like Merced and Willamette. Tenchusatsu

To: tejek who wrote (61497)	6/12/1999 4:01:00 AM
From: Amy J	Read Replies (3) \| Respond to of 1583871

Tejek, RE: "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." Tejek, You said, "...dominant the chip business," but did you mean to say, "...dominant the chip business in this market segment." i.e. low-end IA If not, does this imply someone thinks IA CPUs will replace Server CPUs. Incomprehensible to me IMHO. IA is equivalent to a client (i.e. desktop/HH/device) just portable in many cases. By analogy, one could think of an IA as the client-side of the equation, but not the Server-side. The Servers will pump data to IAs. So, I do not understand your comment re: they do not think anyone will dominate the chip industry (by revenue) because of IAs. Server increases as IA increases IMHO. IA may not have a dominant player (I don't know, but am getting a sense it doesn't), but Server will have a dominant player IMHO. However, I'm interested in understanding your comment more because I believe there might be merit to: "no dominant player in the IA market segment," which would make for an interesting discussion. RE: "And there are some industry officials who do not think" Could you provide the article to this? Am sincerely interested in knowing the person's reasons behind this. RE: "However they are incurring some extraordinary (extraordinary in terms of accounting language) like acquisitions" How does this differ from Cisco and Microsoft? RE: "amd is cheap for a chip stock." So was Continental before they went bankrupt. I believe the statement needs to be qualified with reasons. I understand K7 received great benchmarks last night, but what I'm missing is information on the financial side of the equation with respect to potential production issues which may result due to design shortcuts, yields, no fab capacity, etc. And the impact of the losses. Did anyone run numbers in a spreadsheet on the variables? Am curious. My question is: with a reasonable K7 and AMD at this low price, would there be a buyer who would be interested in AMD at this price? And since AMD's long-term prospects appear slim, I would think AMD management would seek an MNA partner when the "technology story" is at their best. What is the acc debt/share? My sense is: K7 was AMD's gasp at a buyout story. Your thoughts? Anyone? Unfortunately, I don't know the semi industry enough to know if this would be even a remote possibility. Paul, your thoughts? Regards, Amy J