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

To: steve harris who wrote (94660)	2/22/2000 9:12:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1574093

steve: Re: "AMD seems to be "having fun" and making money doing it. What a plan!" Comment: It's only just begun...The "big money" funds still haven't discovered what is really happening at retail! The AMD revolution can't be concealed much longer by the seemingly never ending competitor promises of a better tomorrow! AMD is doing, competitors are wishing they could do!

To: steve harris who wrote (94660)	2/22/2000 9:42:00 PM
From: hmaly	Read Replies (2) \| Respond to of 1574093

Dan Re..<<< Message #94660 from steve harris at Feb 22 2000 8:53PM Dan, re:"treacherous>>>> Dan, the word is greed, not treacherous. I assume you remember all those Intel shares Paul keeps reminding us of.(3.54 billion) While those shares according to Paul is its strength, those shares, or more properly, making enough money to keep the priced up, can cause even a powerful company such as Intel to do strange things. Note the paper launches, suing of Via, running competitors out of business thereby creating a shortage to keep prices up. Even then Intel had to sell approximately $500 million worth of shares to make the estimate 4q-99. INtel has over 50 times the capitalization of AMD and yet only makes 5 times the number of chips. Intel had 12 fabs producing 31.4 million chips, yet AMD produced 6.4 million chips 4q-99 in one fab. A fab which also was changing line to .18 and was only at 80% capacity. Intel surely can't make that kind of money by getting in a pissing match over low margin chips. So changing platforms has become a way of life for Intel in order to keep competitors at bay and keep cash register ringing.