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


To: Paul Engel who wrote (39932)10/23/1998 3:57:00 PM
From: Scumbria  Read Replies (1) | Respond to of 1575063
 
Paul,

David Sheffler, vice president of sales and marketing at AMD, countered that the party's only beginning for AMD, which plans to attack Intel aggressively at the high end and in the notebook sector. "We expect Q4 to be a rocking quarter for us," he said.

crw.com

Looks like your investment in AMD will continue to reap rewards. Not such good news for your INTC investment however :^(

Scumbria




To: Paul Engel who wrote (39932)10/23/1998 7:26:00 PM
From: kash johal  Read Replies (2) | Respond to of 1575063
 
Re:
> Nice bluff, ALi !

>It means AMD's pricing and revenue are DROPPING REAL FAST !>

If you really believe that then why are you still holding AMD.

You have also stated Intel is sold out for Q4 and yet they are slashing prices.

You have also stated that they yield mostly 400-450 speed PII's. If this is the case then why are they ramping up the Celery to sub $100.

Something here doesn't compute Engel. Or are you fighting the good Intel fight trashing AMD here while investing in AMD to cover your Intel position.

How about a real answer here without calling people names etc etc.

regards,

Kash