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

To: Joey Smith who wrote (33676)	6/29/1998 3:22:00 PM
From: Profits	Read Replies (1) \| Respond to of 1571901

Joey, The only thing that is apparent is that the Celeron processor is a dog. It's the Yugo of the PC market!! Don't expect AMD to stop with the K6-2. K6-3 is just around the corner. Intel is in for a real dog fight and they will lose marketshare. The classic K6 beats the Celeron hands down. The K6-2 is better than the Pentium II for 3D applications. And the K6-3 will give AMD an even larger performance advantage over the more expensive Pentium II. AMD is just going to have to take what is rightfully theirs .... Intel marketshare!! And Jerry would be happy to take over when Andy Grove retires. Profits

To: Joey Smith who wrote (33676)	6/29/1998 10:51:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 1571901

Expect a serious cut-back in production and costs, and AMD looking for a suitor. ...Jerry was very foolish to try and take-on Intel by increasing volumes and this will become apparent VERY SOON. Joey, I tend to agree with you. Jerry once said Intel would never sacrifice profits at the high end. The theory (fallacy) called for AMD to thrive at the low end market selling chips in the $300 to $500 range. Intel, it was theorized, would be reluctant to enter the low end market for fear of cannibalizing the high end market. Well Intel expanded and segmented its product line and entered the Sub 1k. I think it will now only get more difficult for AMD to make money. Privately AMD must be reconsidering the path it has chosen. As for a suitor, who would buy AMD? IBM? CPQ? CPQ is already a mess. Dale