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

To: Badger who wrote (39739)	10/21/1998 8:07:00 AM
From: maceng2	Respond to of 1574129

Hi Badger, I enjoyed reading your post. I'm almost rabid pro-AMD. I think it's a great little company and I look forward to it “doing well”. If AMD gets even one quarter with a respectable profit, with good prospects on new products, then I think Intel will suffer severely. Well, I think the stock will get hit rather, because investors tend to panic. Just my view. I'm not anti-Intel. They have always sold good reliable products, the odd faux pas accepted. Some competition from a successful AMD will keep the prices reasonable. At least two strong USA companies in CPU's is good in my book. A good way to make money and keep the economy strong. The Asians are great at cutting throats, including their own!!! The cpu market is growing big time. AMD has to focus on marketing more. Being such a small company, I think it's best strategy would be to allow the big animal to feed undisturbed while trying to get it's latest versions into top-of-the-range PC's for the consumer market, and perhaps the business market. At the moment the “economy” PC's with smaller monitor screens, less memory and peripherals, are used for AMD's K6-2's. The CPU's are made by “another cpu manufacturer”. The implied message to the average consumer is that it is an inferior product. Even CYRIX gets a better plug:- It's a CHEAP CPU!. It's the marketing angle I'm discussing here, not the technicalities. AMD needs to become a well recognised brand name before anything else. It's getting there. It will seem an incredibly slow process to pro-Intel types. It's a difficult the task. My investment in AMD will reduce or grow depending on AMD's marketing expertise and general market conditions. I have few or no concerns on AMD's technical ability to deliver the goods. I'm in the semi's business, but not the CPU business. I hope my job becomes secure as yours probably is. here's hoping Pearly.