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

To: Maxwell who wrote (45858)	1/14/1999 12:44:00 AM
From: Scott Moore	Read Replies (1) \| Respond to of 1571423

Maxwell At least there is someone that can see the reality of the situation. Since the fastest growing segment is the sub $1k PC and Intel is trimming Celeron supposedly to make room for production of the higher margin products, AMD's foot, butt and half their body is in the door. These AMD bashers can't see the forest for the trees. What kind of baloney is Intel pushing anyway when they have Malaysian, Costa Rican, and other manufacturing facilities and they can't make enough Celerons. The only people I have built boxes for in the last 3 months that really must go Intel are the ones set on using graphic cards with the nVidia TNT chipset (which Tom's Hardware page still touts as having Socket7 compatibility problems). And believe me these are only high-end game enthusiasts. The rest say save the money and go Super Socket7. Let these Intel fans delude themselves because ultimately you will have the satisfaction of being at the forefront. Regards Scott

To: Maxwell who wrote (45858)	1/14/1999 1:03:00 AM
From: Paul Engel	Respond to of 1571423

Maxwell - re: "They didn't do it to Intel." YES THEY DID ! Of course, Intel TOLD them to raise estimates at the end of November by preannouncing ANOTHER BLOW OUT QUARTER ! Paul

To: Maxwell who wrote (45858)	1/14/1999 3:01:00 AM
From: Tenchusatsu	Respond to of 1571423

<If you go back and look at it again the analysts raised AMD EPS five times in one month.> Perhaps this was an elaborate conspiracy masterminded by Intel. Pre-announce the Q4 boom in earnings, knowing that analysts will raise their estimates on AMD as well as INTC. Then sell the Celeron at rock-bottom prices so that AMD's ASP will be impacted and so that AMD won't be able to meet the hiked-up estimates. How's that for a credible conspiracy theory? Tenchusatsu