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

To: Tenchusatsu who wrote (100400)	3/28/2000 2:42:00 AM
From: tejek	Respond to of 1575391

I don't get this. Intel has been making mistakes well before you joined the thread back in June. Pentium FDIV, Merced delay, bugs in Xeon platform, sub-$1000 PCs, 820 Camino delays and so on. Yes, I know that's why I was so blown away with the sh*t that the thread was taking. The only thing that has changed this time around was that AMD started executing well on a strong product design. And perhaps that was what very few people expected, myself included, given AMD's history. That's why AMD is succeeding now. It doesn't matter how many mistakes Intel makes. If AMD hadn't executed well on Athlon, this stock would still be in the teens and low 20's. Yep, that's right. Its amazing what a little success does for people. ted

To: Tenchusatsu who wrote (100400)	3/28/2000 7:29:00 AM
From: hmaly	Respond to of 1575391

Tench Re.<<<<<<< The only thing that has changed this time around was that AMD started executing well on a strong product design. And perhaps that was what very few people expected, myself included, given AMD's history. That's why AMD is succeeding now. It doesn't matter how many mistakes Intel makes. If AMD hadn't executed well on Athlon, this stock would still be in the teens and low 20's. Tenchusatsu >>>>>< Tench, you are absolutely correct except that what Ted is talking about also helped. What's keeping the price down now is the analyists expectations of Intel's reprisals. However Intel itself is not executing well enough to do that. I.E. Intel doesn't produce enough high mhz chips to limit AMD's high mhz production and vice versa.