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

To: Proud_Infidel who wrote (71157)	9/6/1999 11:44:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 1575626

Brian, Intel has certainly been put off balance by this. The leakage of inferior K7 early parts to various places know to have a leakpath to Intel was a classic of guerilla tactics....Intel slept on, sure that a lame AMD would again produce a 'me too' product. Then out of the bag came a tiger and Intel,slipping as they ran, was forced into extreme countermeasures that will cost Intel a huge amount of earnings(the price cuts=lost profits). Sure AMD will book a loss, but take a look at the first derivative of Intels profits, might be an inflexion point, a start of a downward trend. No matter what happens AMD will not go broke.The surge in flash along with IBM/CPQ support on Athlon will ensure this. Intel will be able to cut prices on all the low end stuff and AMD will be free to sell at whatever price it likes, say +25-50% for the fastest grades, like Intel used to before their stuff was forced into the mud of a price war with AMD. AMD will have it's insulated high priced product to finance the war against Intel, abetted by IBM and Compaq. It will take a while, but eventually Intel will be whittled down to size. Bill

To: Proud_Infidel who wrote (71157)	9/6/1999 6:41:00 PM
From: exhon2004	Read Replies (1) \| Respond to of 1575626

Brian: re >>Don't you mean the name of the game is to report profits????.....oh, sorry I forgot I was talking to an AMD "investor," for lack of a better word.<< Unfortunately, for themselves more than anyone else, bitterness has long since yielded to vindictiveness on the part of many amd "investors". I have been tempted to buy this stock from time to time but the thought that amd's management may be infected with the same "business" objective, (get intel), has steered me clear thus far. Regards, Greg