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To: tcmay who wrote (141642)	8/15/2001 3:09:25 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Tim, <Their "We will undercut Intel by 20%" (or was it 25%) strategy is what started this price war.> It's actually 25%. Right now, I think AMD would be happy if they could price their products this high, i.e. no more of a discount than 25%. <But, like all great tragedies, they are awaiting a deus ex machina waiting in the wings to drop down and lift Jerry to safety.> They already had one rescue back in 1999 when they were deep in the red. Nothing like that coming anytime soon. Tenchusatsu

To: tcmay who wrote (141642)	8/15/2001 3:19:43 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Tim, Re: "like all great tragedies, they are awaiting a deus ex machina waiting in the wings to drop down and lift Jerry to safety." Some are hoping this involves an nForce chipset and SOI empowered Athlons. I think it would be ironic in this case, because the way things are going, it looks as if the chipset will end up costing more than the processors. wanna_bmw

To: tcmay who wrote (141642)	8/15/2001 5:01:39 AM
From: Yousef	Respond to of 186894

tcmay, Re: "SOI, SOI, wherefore art thou? ... Maybe someone convinced Jerry and Ben and Hector that AMD could win a price war because of its superior--so the Droids tell us--manufacturing and design capabilities." Looks like SOI and LowK at .13um are in trouble for AMD ... Too many risks, too few rewards. Hopefully, Jerry will have to face the "slings and arrows" of a few outraged stock holders. What was the name of the last guy that gave Jerry "the dickens" at a shareholders meeting ?? Make It So, Yousef