Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mani1 who wrote (86851)	1/13/2000 7:31:00 AM
From: Road Walker	Respond to of 1572167

Bill, Ted, Mani, cirr, Enjoyed the discussion, but there are too many of you and too few of me to continue. Right now Intel and AMD are competitors, a chip that sells from one company is a sale lost for the other. In the near future, there will probably be products that compete with the PC for the home market, which represent about 50% of total chip sales (I think). At that point, AMD and Intel will become partners/competitors, both on the same side in defending and promoting the PC platform against the real competition that could affect the growth of the industry. That will significantly change the way the two companies look at each other. Both companies need to become better marketers. Success in the consumer space is all about marketing, just ask P&G, Coke, Ford or any of the great consumer BRAND companies. If AMD were to become a great marketing company, I would buy the stock in a second. Right now they are second best to Intel, which isn't saying much at all. Wishing us both luck on Intel earnings as AMD will rise or fall with the results and the outlook, John