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

To: tejek who wrote (64831)	7/12/1999 1:57:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 1579750

Ted, I have commented on numerous occasions that all three companies would have been better off had Intel ceded some market share to AMD and Cyrix. The current x86 pricing curve, which puts almost all of the profit into the top one or two speed grades, presents some danger to Intel. Scumbria

To: tejek who wrote (64831)	7/12/1999 7:12:00 AM
From: Fred Fahmy	Read Replies (1) \| Respond to of 1579750

tejek, <You will have to define your understanding of "predatory". From what I have learned about the term, in a fight for survival, it would be inappropriate to call the hare, the predator, and the wolf, the victim. Unfortunately (for AMD) in its current relationship with intc, it would be very hard to categorize AMD as the wolf and intc as the hare, in my opinion.> Under normal circumstances and as practical matter you are correct. But keep in mind that Jerry (and apparently Ali judging by his last post) are hell bent on destroying Intel. A predator can be smaller, no? BTW, do you think Cyrix might have a case against AMD?? <it also can be said, that in spite of overwhelming odds, AMD has designed and brought to production a chip that is at least as competitive..> I have always maintained that AMD engineers are to be commended for their efforts. I have said repeatedly that it's not AMD's products which are at the root of the problem. It's their strategy. Here is the strategy that our company took when tackling an 800 lb gorilla exchange2000.com < Now it appears that most intc longs would have preferred that AMD had gone quietly into the night along time ago> I don't now about 'most'. I'm sure some think this way, but I know many that do not. Personally, I think AMD is good for the industry, good for the consumer, and good for Intel. I do not want to see AMD go away. This doesn't change the fact, however, that this company is incredibly poorly managed and IMO a terrible long term investment. FF