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

To: Jim McMannis who wrote (48493)	2/4/1999 6:18:00 PM
From: Fred Fahmy	Read Replies (2) \| Respond to of 1571198

Jim, <My guess...current outlook calls for red ink this quarter.> This was my prediction less than 24hrs ago as to why AMD pulled out of the conference. Actually, it was a pretty easy prediction. The "AMD cycle" always calls for a series (3 or 4 quarters) of losses following one or two marginally profitable quarters. It's like clock work, but unfortunately some investors never ever ever will figure it out. They'll just keep on following Jerry until their dying days. Much like like Jim Jones and his followers at Guyana. Of course, this time was suppose to be different....remember, Jerry said so...ROFLMAO!! AMD was going go to show the world that it was the next Intel. Of course, just wait until next year....things will be better. If you don't trust me, just ask Jerry. I wonder if AMD's continued strategy to significantly under cut Intel's prices has anything to do with Q1's problems. Duhh! I have preached for more than two years how AMD's marketing strategy is fundamentally flawed and that AMD will never succeed under Jerry's leadership. I feel sorry for the AMD engineers (who deserve a lot of credit for what they have done). Jerry is Intel's best friend. Personally, I LOVE Jerry! Re: your mention of predatory pricing on the Intel thread Two points. First, do you have proof that Intel is selling chips below cost?? Second, AMD is leading the price war not Intel. It is AMD who continues to vow that THEY will offer the same performance at cheaper prices, in fact 25% cheaper. Perhaps AMD could ask the DOJ to investigate AMD, since they continue to lead in the price war and they probably are or soon will be selling below cost <ggg>. AMD - Traders friend....suckers bend!....as in bend over...Jerry is ready again. FF

To: Jim McMannis who wrote (48493)	2/4/1999 8:59:00 PM
From: RDM	Respond to of 1571198

The market price for the AFR-66 chip would $90 and not $60 if it were not for pricing pressure from Intel. It true that AMD has not caught up with Intel performance, but Intel is using Celeron effectively to keep the price of the AMD level of performance at lower level than the market might otherwise set. In a world of zealous anti-trust lawyers looking to make a "career-defining" case I think that Intel would be wise to step lightly in the low end of the market. I do not think, despite the outrage of some pro-AMD zealots, that they intentionally are trying "cut off the air supply" of AMD. However, cost is not a black and white issue. We live in a society that applauds competition and roots for the underdog. I would expect, IMHO, to see Intel back off a little in the next quarter in their defensive maneuvers. They need AMD to keep competing almost as much as AMD does.