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

To: Burt Masnick who wrote (74668)	10/8/1999 4:10:00 PM
From: tejek	Respond to of 1573433

Burt I agree with all you said. Its because it will be an interesting race is why I am in it at all. Time will tell. ted

To: Burt Masnick who wrote (74668)	10/8/1999 4:21:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1573433

Re: "All they have to do is design and deliver the highest end product, as promised to their vendors, on schedule and at good enough prices. " All that does no good whatsoever if they keep losing money as they have on every processor they have ever designed. EP

To: Burt Masnick who wrote (74668)	10/8/1999 4:52:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 1573433

Burt, I agree with your post for the most part, but I would put AMD's chances of independent survival more like 80-20 against. Intel will absolutley not concede anything to AMD on the high-end, so I expect the war of attrition to actually get more intense. I would expect an acquisition, or at least a major equity investment by someone, but the fact of the matter is that no one wants to get into a bloody war with Intel when there are so many lucrative areas to compete. Apparently, Gerstner has learned well from previous IBM mistakes. It's absurd that Sanders is still running the show...this benefits consumers and some of his well-paid henchman, but the AMD shareholder is always left out in the cold. joey