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

To: tejek who wrote (77199)	10/26/1999 4:24:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1572946

Tejerk - Re: "Dell may think twice next X-mas, assuming that intc is still a chip company." Excellent point ! By Christmas next year, Intel will have grown into a corporation far larger than a mere chip company. But AMD will be a SMALLER chip company next year - as they keep selling off divisions to make their CPU payroll. By the way - Sanders retires in 2002 - so the END (good or bad) is in sight ! Paul

To: tejek who wrote (77199)	10/26/1999 5:28:00 PM
From: DRBES	Read Replies (1) \| Respond to of 1572946

ALL IN ALL...not a bad day for AMD. intEL closed nearly at its low for the day, the day after a major product introduction. Note that intEL was actually down yesterday. AMD traded on light volume just under historic supply and closed slightly up. This is very strong in my opinion given the kind of day this should have been for intEL. Also, intEL may be doing to itself what it has been very successful at doing to AMD in the past. By introducing new products and not actually having them it may be undermining its future sales during a very critical season. Would you buy the available peeIIIs knowing that new faster ones are on the way. intEL may have shot itself in the foot so far as being able to sell all of its existing stock of now obsolete peeIIIs. Regards, DARBES