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

To: kash johal who wrote (47941)	1/30/1999 8:59:00 PM
From: RDM	Read Replies (2) \| Respond to of 1580256

Intel earned $6 Billion in 1998, but this was almost $1 Billion less than 1997 ($6,068M vs $6,945M) despite an increase in sales of $1 Billion. They sold more and had less profits primarily due to AMD. Intel is an extraordinary company with extraordinary profits. While they may be able to have a low manufacturing cost for DIXON they must keep the profits coming in to preserve shareholder value. $6 Billion in profits does not happen without selling lots of parts 100,000,000) and making a lot of profit on each one ($60). It will be interesting to look at the results of 1999. Will Intel continue to maintain the $60 after tax profit per chip?

To: kash johal who wrote (47941)	1/30/1999 9:09:00 PM
From: Elmer	Respond to of 1580256

Re: "I think you will see a desktop Dixon soon if AMD can produce the sharptooth in volume." I think you're right, but that will have to wait until AMD shows they can produce the K6-3 in volume. It may happen it may not. Re: "By the way are you long or short AMD as of now or waiting on the sidelines." I'm on the sidelines but my trigger finger is gettin itchy. EP