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

To: Profits who wrote (27450)	12/31/1997 4:37:00 PM
From: DRBES	Read Replies (1) \| Respond to of 1585499

re: "All we ever hear about is Intel this and Intel that. And you always downplay AMD's threat to Intel." Do I? Read my posts before you paraphrase them. They go back to 2/97. DARBES

To: Profits who wrote (27450)	12/31/1997 6:27:00 PM
From: DRBES	Read Replies (1) \| Respond to of 1585499

So that you might see just what side of the fence I really sit on please see one of my earliest posts: techstocks.com I am and have for a long time been one of the most bullish members of this thread. I also have and have had a relatively large position of AMD common shares an options. I wish you much profit from your shares. BTW I do not and never have owned any iNTEL shares. Regards, DARBES PS re:"why would you bash them? " I NEVER HAVE AND PROBABLY NEVER WILL BASH THEM. I DO HOWEVER LOOK CRITICALLY AT WHAT ARE PRESENTED AS FACTS.

To: Profits who wrote (27450)	12/31/1997 9:58:00 PM
From: Time Traveler	Read Replies (2) \| Respond to of 1585499

Profits, Is AMD now in a good position? Please consider the following. 1. If AMD still continues to pursue manufacturing technology over its own capability (K6 yield remaining dismally low), obviously this is not rosy for AMD. Intel will continue to prosper. 2. If AMD does improve its manufacturing capability to flood the market with AMD-built CPUs, Intel will lower prices on its CPU line to counter AMD. AMD will not making as much profit as you would like to hope so (perhaps continue to lose money), and Intel is not going to make as much profit as I would like to see. I see that you are blindly hoping for a messiah to bail out AMD (sorry, Petz) --- K6+, K6/3D, or whatever. Did K5 and K6 turn out to be as profitable as you were praying for? Socket 7 is also not here to stay because of obvious technical short comings. Whoever is trying to bet the farm on this soon-to-be obsolete bus is going to end up further behind. AMD indeed does have very good engineering capability, but in the real world of money making, that is not enough. AMD did not master 0.35um process in 3 layers of metal before jumping into 5 layers. Since AMD has not mastered the 0.35um process, 0.25um, just as Yousef has predicted through his many years of experience, is causing AMD to be even further behind. This is not about bashing AMD but just stating the facts. John.