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

To: Elmer who wrote (26658)	12/12/1997 12:21:00 AM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1572729

<evidence> AMD has stated that yields have improved. Prices on the fastest K6s are falling quickly, which some might construe as a supply effect. So, there is evidence. I'd say it's pretty strong evidence, but you're welcome to interpret it as you see fit. <Intel earnings problems> Hard to argue with the fact that Intel makes a lot of money. It's an excellent company. It's also undeniable that their margins have been falling back down to historical levels, now that there's some competition in their markets.