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

To: Petz who wrote (104933)	4/13/2000 3:44:00 AM
From: tejek	Respond to of 1577883

Yougang & others, Is there a chance that AMD's results being this strong might actually cause SELLING in Intel, by instilling fear that they may lose control of the PC market? No, I don't think so...Intel is seen as a more diversified company, less dependent on pc chips and that AMD is the weak twin. In spite of all of AMD's gains, AMD is still perceived as less stabile and a flash in the pan. Why else would the stock price be behind the earnings and revenue growth rate? Evident of what I am saying; Intel went up in after hours...the attitude is what's good for AMD must be even better for Intel. I am glad we did earnings first...because if Intel's are blowout and they reported first, I bet we would go down. Now at least we have a fighting chance. JMO ted

To: Petz who wrote (104933)	4/13/2000 3:52:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1577883

Petz, <Jerry also said that the enterprise (large business) PC market was soft in January and February. Thats not exactly what Intel has been preaching (and Process Boy).> Well of course Jerry is going to say that. Most of AMD's processors, including the 1.2M Athlons, went to the consumer market, particularly retail. Businesses aren't really interested in K6, and there aren't yet enough Athlons to really make a dent. AMD will make inroads into business, for sure. There's no reason why they can't, unless for some strange reason the boogeyman of the 90's returns and AMD stumbles in execution once again. But I still don't think that'll be enough to derail Intel from its dominant control in the PC industry. Then again, impressions are more important than actual data in this market, so who knows? Tenchusatsu