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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (64699)	7/16/1999 5:50:00 PM
From: gbh	Read Replies (1) \| Respond to of 132070

Earlie, I think you meant 50% of the retail micro market. And this is old, stale data anyway. They no longer control 50% of this "segment" as, by AMD own admission, they lost significant share to INTC, and have not gotten it back. gary

To: Earlie who wrote (64699)	7/16/1999 6:49:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 132070

Earlie, <I note that you avoid any comment on the fact that AMD has taken over 50% of the micro market in the U.S.,....from a standing start and in a bit over a year.> Your data must be old. Intel has gained back some of this share. Also, the US retail channel accounts for a whopping 10% of the worldwide PC market opportunity. You need to get out more <gg>. <Yes, AMD has taken big losses, but it has still pulled off what was unthinkable a year or so ago. > Unthinkable? Anyone can gain volume share if they are willing to use kamikaze pricing and sell for a loss. I am much less concerned with volume share than I am with revenue share. Big, big difference. <WIP has many crafty ways in which it can be manipulated. > Oh yes, I forgot Intel's management is a bunch of scamsters. They've been using nothing but smoke and mirrors to reap in billions after billions in profit. <So are the inventories of its main competitor.> AMD's finished goods inventory is a direct result of Intel gaining back share at the low end. AMD has said as much. <It is well known that corporate sales have dried up...> Sure they have....corporations no longer need PC's...at least not for a few more months <gg>. <Your comments relating to what will drive growth run counter to the emerging facts.> I noticed that you often confuse your opinions with "facts". Please show me where I can find "facts" that show that Intel's penetration into the server space that was once dominated by non-Wintel machines is not accelerating and will not continue to accelerate. Please show me some "facts" that show that the need for increased CPU power is independent of bandwidth. Please show me some "facts" that e-commerce will not be a monumental influence in the global economy. Please show me some facts that the infrastructure necessary to support the e-commerce and other internet applications will be comprised of anything but high end CPU's. Please show me some "facts" which indicate that mobile computing isn't accelerating significantly. Please show me some "facts" that show that Asia will never be a major force of PC growth. My "opinion" is that these and several factors will fuel growth for many many years. Your "opinon" is that they will not. I have no problem with that. <I read your comments and noted your expectations for Intel's stock price for next year. I don't share your enthusiasm.> Yes, I know.....and I don't share your gloom and doom scenario <gg>. <What are your views on: - The recent court case that went against Intel and that throws into question their use of the "clipper" technology. - The multiple delays in Merced et al. - The share buyback program - The accounting issues. - The poor P3 sales (cannibalized by the Celeron).> The clipper issue will be settled one way or another and will have about as much affect in the end as the DEC lawsuit did. Mutliple delays...are common in the high tech industry. The original Pentium was delayed by more than a year....so what? The key is that virtually the entire industry has already endorsed Merced. Whether you want to admit it or not...Merced will be the mainstream chip of its time....but Merced isn't even the tip of the iceberg with respect to Intel's future product roadmap. Stay tuned. Accounting issues?? Specifics please. I don't know where you get your info that PIII sales are poor. Probably from the same source that told you Intel's revenue would only be $6.3B <gg>. Intel's management has said that all internal projections are being met or exceeded for PIII sales....but what the heck....they are just a bunch of scamsters. Under certain circumstances I favor buybacks. In general I'm a not a big fan of either buybacks or dividends. FF