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

To: Joe NYC who wrote (122654)	8/21/2000 7:34:23 PM
From: Road Walker	Read Replies (1) \| Respond to of 1577883

Joe, Well, we only have to wait about five months to find out how this plays out for AMD. I have this feeling that the demand may not be as strong as some folks think, but you could be right. I hope AMD isn't too quick to lower prices, for AMD's sake, it's not a gross margin issue, it's a net margin and eps issue. re: "But you investigate the situation you can see that for all the practical purposes, Intel's speed distribution ends as 933 MHz, and anything above is smoke and mirrors." Funny how everyone on the AMD thread believes as you do, and everyone on the Intel thread disagrees. That makes me suspect that the truth is somewhere in between. John