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Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: greg nus who wrote (2634)	12/2/1997 5:25:00 PM
From: StockMan	Respond to of 6843

Nusance, Re -- the hurdels to profitability just nevr seem to end. Yup, you got that right. Manufacturing MPU's is one expensive proposition. (AMD's costs will keep rising --- See Moody's report) Stockman

To: greg nus who wrote (2634)	12/2/1997 10:47:00 PM
From: Joey Smith	Read Replies (3) \| Respond to of 6843

Greg, its a losing game for AMD. Intel controls pricing, and they plan to bring the PII price down to PMMX price at the same speed by mid-1998. K6 will always be 1-2 speeds behind so they will never get to the sweet spot for profits. AMD's strategy of gaining market share against Intel is a bad strategy, period. Any MBA student can tell you this. I bet you Sanders practically had to give away K6 to get CPQ to use it. Besides some press, I don't know what this buys AMD. joey