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To: kapkan4u who wrote (128703)3/1/2001 6:33:06 PM
From: AK2004  Read Replies (2) | Respond to of 186894
 
Kapkan
I guess "we will crash you" is not dead yet :-)) Segmentation worked with k6 but seems to beginning to backfire as AMD entering higher GM segments. Intel's strategy to keep amd in retail low end and drive the prices down was working only when higher GM segments were making up for those low end celerons. Now intel is taking over low end while amd is moving into 1st high end or retail, then laptops and now commercial workstations and servers (compaq). Intel's chips are slower and more expensive to make while the margin requirements are twice of amd's. Intel's quality reputation is down the drain and yet "we will crash you" lives on....
Regards
-Albert



To: kapkan4u who wrote (128703)3/7/2001 3:10:07 AM
From: Amy J  Read Replies (1) | Respond to of 186894
 
Kap, RE: your post on AMD

Yes, it was the wrong call. I also think it was a close call for AMD. Depending how deep this recession goes, it could be again.

However, in light of the fact AMD has been around since 1969 and it survived the challenges of the 70's, AMD has shown a history of being resilient.

Nonetheless, I consider AMD shares to be very risky.

Regards,
Amy J


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