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

To: Petz who wrote (109096)	5/2/2000 4:23:00 PM
From: Goutam	Respond to of 1577883

Petz, < Tad vs. Ashok, from ZDNet. THIS IS ENTERTAINING: zdii.com 2HRS2GO: Analysts take opposite tacks on Intel, AMD > Thanks for posting it. Kumar reminds of Elmer - both have some contrived approach to AMD. Kumar rates AMD a 'Strong Buy' and then slams the company, or uses Intel party line to generate FUD against AMD, whenever he gets a chance. It seems he also emails to these publications to get his propaganda heard. Goutama

To: Petz who wrote (109096)	5/2/2000 4:23:00 PM
From: tejek	Respond to of 1577883

Tad vs. Ashok, from ZDNet. THIS IS ENTERTAINING: zdii.com 2HRS2GO: Analysts take opposite tacks on Intel, AMD By Sergio G. Non 22GO ZDII Petz, Great article...including your editorial comments. ted

To: Petz who wrote (109096)	5/3/2000 12:43:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1577883

<Conventional wisdom credits the company's success with Intel's failure. Kumar lays the failure at the other end of the chip market. AMD's "biggest gains have come from the vacuum created as other low-end processor vendors left the market," Kumar believes. > Let's see what this guy will have to say after Q2! <Kumar also sees problems on the low-end, because Duron "will probably" cost more to make than Celeron, so AMD won't be able to compete on price. Intel also has an upcoming chip that combines CPU, graphics and other functions. > It amuses me that people can even call this "analysis". <"Intel will use every trick (Petz: He admits it!) in its book to dig in its heels," Kumar writes. "We don't see AMD getting much past 20 percent market share in the next year or two." > Wasn't this guy saying the same thing until recently but with 15% number instead of 20%?