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


To: Elmer who wrote (35248)7/30/1998 7:21:00 AM
From: Majic-  Respond to of 1574122
 
Product versus Profit

My opinion is that AMD thinks of it's production line, and is not so concerned about it's investors right now....Unlike intel, who will do *anything* to keep their stocks up, (even IF they lose massive market share or their fabs close), but on the long haul.... I dont mind AMD putting their cpu at nr1 and their stock price QUITE a bit lower on the ladder. It's the product, not the profit on the short term.

I think AMD manages quite well battling against a company who has dominated the market as long as it existed. Intel has had giant profits over the back of their customers, due to low competition.
They can say "ow let's spend another $3B just to try to get 1 % of amd market share" .

Hasta Pronto - Michael da Kota



To: Elmer who wrote (35248)7/30/1998 11:52:00 AM
From: Scumbria  Read Replies (1) | Respond to of 1574122
 
Elmer,

AMD now has market acceptance, market share, and they appear to have resolved the other piece of the puzzle - manufacturing. They are #2 in a 20 billion dollar industry.

This is a huge change from years past.

Scumbria