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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Maxwell who wrote (65470)	9/26/1998 7:01:00 AM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

Low Priest, First and most important, when Intel cuts prices they still make obscene profits. Second, it is AMD's flawed strategy of insisting that they remain 25% below Intel's price that has accelerated AMD's financial ruin. Perpetuating a price war against an industry giant is a foolish strategy which has delivered very predictable results, i.e. losses is 7 of the last 9 quarters including the last 4 quarters. In fact, AMD's brilliant strategy generated huge Q1 and Q2 losses, even by their standards <ggg>. The last quarter was the biggest loss in 10 quarters for AMD. Q1 was the second biggest loss in 10 quarters. AMD isn't swimming in anything. They're drowning in red ink. FF

To: Maxwell who wrote (65470)	9/26/1998 11:32:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Maxwell - Re: "Remember it is Intel who is trying to drive AMD out of business by cutting price on their CPU MONTHLY" You sound worried - you ought to be ! When AMD prices their CPUs 25% below Intel's pricing (supposedly), don't you expect Intel to react with price reductions. As for AMD's huge Die Size advantage - After continual price cuts, Intel has managed to MAINTAIN profits and AMD has EXPNADED THEIR LOSSES - most recently up to $105 MIILLION. How can your twisted logic explain this rather "peculiar" result in light of AMD's Lilliputian Die Size? Paul