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

To: tejek who wrote (86163)1/9/2000 9:03:00 PM
From: Charles R  Read Replies (2) | Respond to of 1572209
 
<I would agree if I thought Intel is at that threshold of pain. However I don't believe they are any where close.>

I disagree. Intel already took a risk of upselling to keep their profits in Q4. What will the management do next to keep the stock price up?



To: tejek who wrote (86163)1/9/2000 9:05:00 PM
From: Charles R  Read Replies (2) | Respond to of 1572209
 
<That is why AMD can not afford to overestimate their position. From this point forward, AMD has a slim opportunity to make it and it is critical that they amass a cash reserve as quickly as possible. Ultimately I believe that is the only way that they will be able to stay in the competition.>

This I whole heartedly agree with (except for the "slim" part). AMD should use the Athlon strength and semi boom to payoff debt and build massive cash reserves.


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