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

To: Paul Engel who wrote (28106)	1/25/1998 11:39:00 AM
From: Yousef	Respond to of 1572295

Paul, Re: "Makes you THINK, doesn't it? ..." Here is the next announcement from HP on a new, high performance workstation ... the Deschutes 333mhz!! infoworld.com "HP's Deschutes system blends top speed, good price By Andre Kvitka InfoWorld Electric Posted at 3:21 PM PT, Jan 23, 1998 Product Review: Intel has once again released a processor that defines the high end of desktop systems. The latest is Deschutes, a 333-MHz Pentium II chip that sits atop our benchmark heap. The first system I tested, a prerelease Hewlett-Packard Vectra VL Series 7, is attractive for its speed and reasonable price. I was surprised and pleased to find that the Vectra VL completed our benchmark suite in record time, 2 percent faster than its cousin, the HP Kayak XU PC Workstation, with dual 300-MHz processors. " Make It So, Yousef

To: Paul Engel who wrote (28106)	1/25/1998 2:02:00 PM
From: Profits	Read Replies (3) \| Respond to of 1572295

Paul, Re: Your analysis needs some clarification. You're knit-picking here. Did you overlook the abundance of data I posted on AMD's net value. Do you agree or disagree that Yousef's valuation of AMD was way off track? I think that in it's entirety, my analysis of AMD's net value was much closer than Yousef's. That's what you always do. You try to cloud the situation with these stupid arguments. re: In other words, AMD has not equaled their yearly sales peak (1995) SINCE THEY INTRODUCED their K5 and K6! Makes you THINK, doesn't it? This makes me think about how Intel has done everthing in their power to ensure there is no competition in the marketplace. They bomb the prices at the lower end to keep the competition from getting any profit. It's very monopolistic and predatory. I agree, the K5 was a disastrous product. However, you can't compare the K6 with the K5. The K6 is a great product. And AMD is just starting to really ramp the K6 into volume production. So I don't think that AMD will have a problem blowing out 1995 sales. Besides, AMD has an excellent roadmap. Just face it, AMD is here to stay and the K6 is here to stay. Vantis has had quarterly DECLINING revenue for three of the past 4 quarters. The CMOS PLD business is declining. AMD was contractually obligated to stay out of the FPGA business until the end of 1997. They made this arrangement with Xilinx back in 1989 when they exited the Xilinx business and bought a 20% stake in Xilinx. So it isn't surprising that their business has been declining for the past 4 quarters. Things will change with the introduction of their new FPGA line. Profits