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

To: Petz who wrote (26864)12/18/1997 1:32:00 AM
From: Yousef  Read Replies (1) | Respond to of 1578055
 
John,

Re: "AMD made big sacrifices of profits in '97 but '98 is the first payoff year."

So John, do you see AMD turning in a positive profit for Q1'98 ?? ... I
think that the $1.27 for '98 is too "rosy". AMD won't turn a positive
profit until 2nd half and they will be lucky to come close to $1.00 for '98.

Re: "Probably not quite in desktop CPU's, probably yes in
Notebook CPU's ..."

The notebook market is "brand new" for AMD ... I don't expect them to
offer anything close to Intel's notebook CPU performance. AMD will
continue to be 2 speed bins behind in notebooks. AMD's .25um process
just is NOT as aggressive as Intel's in terms of performance.

Make It So,
Yousef



To: Petz who wrote (26864)12/18/1997 10:31:00 AM
From: Dale J.  Respond to of 1578055
 
John: Thanks for the response on AMD. You made a lot of good points about AMD. As an Intel investor I take AMD seriously. It seems in the computer Hardware sector intense competition leads to a loss for everyone, and it seems Intel and AMD are at the beginning of a price cutting phase. DRAM and Hard Drive companies are in a high demand, but unprofitable business. I hope microprocessors don't suffer the same fate. Dale


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