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

To: Elmer who wrote (86940)	1/13/2000 5:05:00 PM
From: greg nus	Read Replies (1) \| Respond to of 1572931

Elmer if were so ill informed why do you hang here? signed genius.

To: Elmer who wrote (86940)	1/13/2000 5:12:00 PM
From: eplace	Read Replies (2) \| Respond to of 1572931

Come on Elmer, you saw my post last night. I told you Intel guys that I thought Intel would meet or beat consensus estimates. I also believe as Process Guy said that both companies would do so. The presently growing pie of the processor market will allow both companies to do well. Also since Goutama reported that AMD increased their share of the processor market to 16.6% of that pie, looks like we could do very well. Regards Ed P.

To: Elmer who wrote (86940)	1/13/2000 5:20:00 PM
From: Bill Jackson	Respond to of 1572931

Elmer, I am not sure what the reasons for the charge is? So from daya to day operations they made .69 and the charge cut that to .61....well I do not follow the rules about what makes a charge a charge, is it $$ reserved to pay Dell/GTW aggravation fees for lost revenues etc? In the scheme of things Intel was sold out so even with no athlons at all, let alone the 1.5 million, Intel would not have sold any more P-IIIs. What is significant it without the Athlon Intel would have been able to ride the old parts through the fall and Christmas seasons and the P-III/820/Rambus problems would not have seen the light of day. There were no shortages of the old parts until MD forced their hand and they went to the copperminus/rambus/820 etc. So this has cost Intel a great deal of money and I estimate about 40 cents per share, adding in the profits from higher ASP as well as ample stock to meet Dell/GTW orders. So the Intel system has been showen to be flawed and it does not work well under pressure....this is the last time since 1985 that Intel has been under pressure, so it will take a while to fix Intel, so we can expect more problems to plague Intel in the next year or two until they get up to speed on working under pressure. AMD has been under the gun for years now and is used to it We live in interesting times. Bill