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To: Paul Engel who wrote (65527)9/27/1998 1:27:00 PM
From: xstuckey  Read Replies (1) | Respond to of 186894
 
Paul,

In discussing the future marketing of the K7 in their 10Q, AMD says this depends on, among other things:

"availability to the Company's customers of cost and performance competitive Static Random Access Memories (SRAMs) (including TAG chips) if Intel corners the market for SRAM production capacity through its relationship with SRAM manufacturers;"

In light of the announcement concerning Micron, is Intel attempting to "corner the market" for SRAM?

Best Trading, X



To: Paul Engel who wrote (65527)9/27/1998 2:32:00 PM
From: Jeff Fox  Read Replies (1) | Respond to of 186894
 
Paul, re:"AMD is losing money faster than Clinton loses credibility."

AMD borrows more and more money, converting remaining equity to debt, and these clowns, current AMD investors, are happy to pay. For instance I wonder how much in Cyrix and AMD losses that Ali has contributed to the buyers of off brand PC's?

Jeff



To: Paul Engel who wrote (65527)9/27/1998 2:52:00 PM
From: gnuman  Read Replies (3) | Respond to of 186894
 
Paul Engel, How perfectly predictable. Now that you've got all that out of your system, how about your thoughts on the 1999 server market and Intel's share?