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To: pgerassi who wrote (139534)7/18/2001 10:44:46 AM
From: semiconeng  Read Replies (2) | Respond to of 186894
 
Now I rather have the rosy assumptions to be true. However, if you like the pessimistic ones more, you should realize that Intel suffers far more than AMD

Dean Kent and Paul Demone don't seem to agree with you:

"AMD in a precarious position?" realworldtech.com.

and "P4 starting to gain momentum?"
realworldtech.com.

Message 16091665

Semi



To: pgerassi who wrote (139534)7/18/2001 1:37:58 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Petered Out - Re: "If AMD's assumptions are true, Intel loses both in terms of revenue, market share and becomes negative in profits. "

AMD's assumptions don't apply to Intel.

Intel determines AMD's pricing - and AMD itself is forecasting a LOSS - !!!

How's your AMD stock doing today ?


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