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

To: Time Traveler who wrote (27199)	12/27/1997 11:07:00 PM
From: Elmer	Respond to of 1584583

<This company is even less dependent on x86 market than Intel.> Not according to Jerry. He said that AMD bet the farm (your farm) on the K6. <a personal Jihad-like war against a company he probably despises so much would continue to drain the profit out of this company. What happened to the Captain and his Ship in the story of Moby Dick?> This is a GREAT analogy! Exactly what I have been saying. Jerry's personal Jihad, financed with AMD shareholder dollars. This is exactly what is really going on. An Ahab like man posessed by hatred, obsessed with killing the evil empire. Willing to sink the ship (your ship) just to bury one last harpone. I will start selling AMD puts @ $10 It won't be long now.

To: Time Traveler who wrote (27199)	12/28/1997 1:09:00 AM
From: greg nus	Read Replies (3) \| Respond to of 1584583

John Wang, Vicious chip war? When did that happen? Let me tell you how stupid your comments are. First of all the k-6 is a complicated chip. AMD planned to make a few more chip then they would up making. On whole amd managed since april to build and sell the k-6-166,k6-200and with limited sucess k-6-233. K-6-233 presented yield problems which are now solved. It took Intel five years to get pentium production ramped to 60%yeilds. I predict AMD will hit 60% yields with k6@.35 in less than a year. How can you have a vicious chipwar against a company that has not yet even hit ramp speed. If you beleive Intel dropped prices to crush AMD that move cost intel 36points on it's stock x 1.6billion it cost intel investors $54.4 billion and you have the balls to tell us Sanders is squandering stockholders money. compared to Grove's missmanagment Sanders would look like a boy scout. for a measly $3 billion Intel could have acquired a 49% interest in AMD and formed a cartel to control pricing of CPU chips. So here you can see you hav'nt given your idea much thought. Second a chip war could breakout next year. It's possible but I don't think it will happen. Intel will need as much proifts as it can get in 98. Potentialy Intel could loose alot of business in Asia and don't have a suitable product offering for the fastest segment of the market the sub $1,000. To offset the possible loss of business in Asia and potential slowdown in the highend market segment as American multinationals hunker down on expenses Intel will move to frim up prices. This makes sense becasuse AMD's productline is different then Intels. The miss match will give Intel less clout to prevent AMD from suceeding. AMD has a much better lineup for the sub $1,000 market and new mobile products soon too be released. Jihad war is a myth. Simple ecomomic competition and pricing theory explains that whenever any company reaches monoply like status with abnormaly high profit margins it will attract imatators who will take risk trying to emulate the monoply and it's business model. In short if it was'nt Sanders it would be someone else. Here is more proff. AMD has been competing with Intel for quite some time. TXN tried and failed. Two years ago Cyrix's former CEO worked for Sanders and had no 1st tier customers. IDTI did'nt make a cpu chip. This is why your notions don't hold water. In other words your bucket has a whole in it.