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

To: Joe NYC who wrote (39267)	10/14/1998 12:39:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 1577094

Jozef, <AMD doesn't have the process development R&D necessary to compete with Intel.> Yousef may be formally right, with a small correction: "Motorola has" :)

To: Joe NYC who wrote (39267)	10/14/1998 4:31:00 PM
From: Yousef	Read Replies (2) \| Respond to of 1577094

Joe, Re: "You have been saying this for more than a year. In the meantime, AMD's CPU business has been growing in the same period." And I have been correct that AMD has continued to "lag" Intel in process technology (relating to performance). Intel is 3 speed bins ahead at this point and this could be extended next year as Intel's .18um process comes on line. AMD has "grown" its business by pricing their CPU's at or below cost (please see AMD's past earnings reports). I think AMD's "business strategy" is fairly reflected in its share price. Make It So, Yousef