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


To: Tenchusatsu who wrote (63110)6/24/1999 2:40:00 AM
From: kash johal  Respond to of 1580148
 
Tench,

Re:" Profits are a good deodorant for Intel, hiding their mistakes. But we stink. Our mistakes show up on the bottom line."

Well it will be interesting to see Intel price the PIII 450/500 for $100 to continue to drive AMD out of business or if sanity prevails.

If Intel prices above $200 then AMD sits pretty with the K7 IMHO.

If they continue the slash and burn pricing I see Intel stock slashed much more than AMD's will be tomorrow.

Also, will be interesting to see how Intels price moves tomorrow.

I doubt if analysts will be happy with what we heard on pricing today.

Regards,

Kash