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

To: Paul Engel who wrote (90646)	1/31/2000 4:19:00 PM
From: tejek	Read Replies (2) \| Respond to of 1571039

As soon as Supply exceeds demand, look for one of the three to plummet fastest - and that would be AMD. Paul, next would be Altera. ted

To: Paul Engel who wrote (90646)	1/31/2000 7:12:00 PM
From: Sam Citron	Read Replies (1) \| Respond to of 1571039

Paul - Re: "AMD has no compunction against absorbing massive losses in an attempt to inflict damage (usually insignificant) on Intel." Do you consider AMD's strategy flawed in this regard? If so, what is the reason to own AMD? Re- "As soon as Supply exceeds demand, look for one of the three to plummet fastest - and that would be AMD." When do you think this is likely to occur? Re- "Altera and XILINX have the nasty habit of preferring to make GOOD PROFITS" Is this because there are so many different types of PLDs that they do not have to compete head on? Appreciate your help in educating me, Paul. You obviously know this industry extremely well. Sam