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

To: kash johal who wrote (38546)	10/7/1998 1:46:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 1577019

Kash, RE:"Pauleron, WRONG AGAIN. AMD has already started shipments THIS QUARTER on 400 MHZ parts. It was announced in the conf. call by Jerry in response to analyst question." I like your style. It appears that some big OEMs are already putting 400s in boxes for the Christmas season. I have to admit the announcement will be a week or so earlier than I thought. Jim

To: kash johal who wrote (38546)	10/7/1998 3:13:00 AM
From: Maxwell	Read Replies (5) \| Respond to of 1577019

The Message Is Loud and Clear: AMD can still make a profit under extreme price competition. Intel thinks they can drive AMD out of business by continuing lowering the price. AMD earnings today 1) shows that they can compete with the 800lbs gorilla 2) give OEMs confidence that they will be around for a long time 3) reassures the MB makers that their business is still viable with AMD 4) shows that Intel's plan of exterminating AMD is not working. The more price cut Intel is undertaking the faster AMD can crank out higher CPU speed. So BACK OFF INTEL. Let's not cut the price anymore and make some good money. Maxwell