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

To: Scumbria who wrote (45804)	1/13/1999 8:28:00 PM
From: Fred Fahmy	Read Replies (2) \| Respond to of 1573008

Scumbria, <By the end of this year they will be in the business and workstation market.> Everyone is entitled to their dreams. I wouldn't want to spoil yours...after all, it's all you have. <AMD is steadily eating away at Intel's market share. > AMD has gained some unit market share at the low margin, low end. Intel still has virtually all of the profit share, even in this segment. AMD investors never have been able to understand the difference between market share expressed in terms of units vs. market share expressed in terms of profit. <And they are making money.> Although this is a foreign concept to most AMD investors, they have had brief spells (a quarter or two in a row) of profits in the past. Unfortunately, they don't last long. Enjoy it while you can <g>. FF

To: Scumbria who wrote (45804)	1/13/1999 8:32:00 PM
From: MONACO	Read Replies (1) \| Respond to of 1573008

Forget about it, AMD just can't deliver the goods, no big OEM can afford to take a chance of them coming up short, they are destined to provide chips for the low end of the market and with Intel as their competitor they will always show low or no margin....in this game you got to be able to produce and produce consistently...M