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

To: Jim McMannis who wrote (25348)10/27/1997 11:18:00 AM
From: Patient Engineer  Read Replies (2) | Respond to of 1575734
 
You've got to hand it to Intel. With their price cuts they are demonstrating a take no prisoners attitude with respect to AMD. It was pretty clear from MP Forum that AMD represented little threat to Intel all next year, yet Intel is keeping the pressure on. Intel didn't need to cut prices in Q3 to damage AMD (AMD did it to themselves with the disasterous yields), yet Intel slashed and now they are slashing more. With FLASH imploding and weakness across all of AMD's products, plus their overcommitment in Dresden and the terrible situation with Fab25, it is hard to see the floor for AMD. I think both AMD and Intel face continued weakness for the forseeable future.



To: Jim McMannis who wrote (25348)10/27/1997 7:52:00 PM
From: Tony Viola  Respond to of 1575734
 
Jim, Re: "Turn out the lights, the party's over. AMD, what a dissappointment."

- Dandy Don Meredith, Monday Night Football, Howard Cosell era.

Did you jump into INTC?

Regards,

Tony



To: Jim McMannis who wrote (25348)10/27/1997 11:12:00 PM
From: Buy Low Sell Hi  Respond to of 1575734
 
Au contraire. It is just beginning. This is an excellent buying opportunity.


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