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


To: RDM who wrote (47949)1/31/1999 11:00:00 AM
From: Yousef  Respond to of 1579680
 
RDM,

Re: "AMD is not forecasting great increases in chip count for 1998 ... but
rather higher prices, in part, comenserate with the higher performance and
costlier chips that they intend to produce."

I'm sorry RDM ... AMD does NOT control the prices, rather the market has
the control. This has been the "big assumption" of AMD'ites this past
year. Also with costlier chips, do you really expect for AMD to make
more in profits ... I don't think so. RDM, your analysis has too many
"holes".

Make It So,
Yousef



To: RDM who wrote (47949)2/1/1999 2:04:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 1579680
 
RDM - Re: " I regret that I believe that doubling is more difficult for Intel than AMD at the current levels. "

There used to be to guys on this thread - Jack Dlugach and albert kovalyov - who would WEEKLY state that same proposition.

They did this throughout 1996, 1997 and 1998 - until they got tossed off this thread.

In that time, Intel has doubled - TWICE !

And AMD has remained FLAT with excursions much higher and MUCH lower !

Paul