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

To: Elmer who wrote (87514)	1/16/2000 3:54:00 PM
From: Scumbria	Respond to of 1572382

Elmer, Undoubtedly you will carefully pick a time frame where AMD shows greater momentum. I could do the same with Intel so why bother to play that game? Intel is dead. The last two days of trading proved that. Scumbria

To: Elmer who wrote (87514)	1/16/2000 6:52:00 PM
From: enzyme	Read Replies (2) \| Respond to of 1572382

What troubles me, and what makes me more bullish about AMD is that Intel has left lots of money on the table. Irrespective of yield problems (if any) Intel should have been able to meet Gateway's chip needs. I'm sure Gateway would have loved to pay top dollar for extra chips instead of not having systems to sell in their Christmas quarter. The fact that Intel could not meet their demands means that Intel management is messing up their projections big time. This should not happen in an organization with the resources such as Intel. By letting demand significantly exceed supply, it forces customers to search for alternative suppliers. I'm sure this is happening to other companies besides GTW. In addition even though demand is exceeding supply Intel is still dropping their prices on a regular basis in order to not have too big a price disparity with equivalent MHz Athlons. This leaves demand unfullfilled along with dollars on the table... that AMD is eagerly able to snap up. I did not invest in Intel for them to leave money on the table. I invested in AMD precisely because of this. This is what worries me about Intel... and what else are they leaving on the table that we don't know about. 'zyme

To: Elmer who wrote (87514)	1/16/2000 9:38:00 PM
From: eplace	Respond to of 1572382

Elmer there you go again. I never said Athlon had the momentum in performance. I did say that I didn't believe Intel was the one with momentum. They are both making strides to get one up on the other with no clear winner. To answer your other questions: 1. I don't know if Intel is having yield problems and as you said I've never implied that. It just doesn't make sense that they would piss of a good customer like Gateway. That worked in AMD's favor. 2. The deal with Gateway is very confusing. There may be more to it than we'll ever be privy to know. So I am not going to try and pretend to be a genius and give you answers that I have no knowledge of.