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

To: Jim McMannis who wrote (49274)	2/11/1999 12:41:00 PM
From: Burt Masnick	Read Replies (4) \| Respond to of 1572372

Re: If I was AMD I'd be training reps to hit all the stores to inform salespeople of this "Intel Feature", if you get my drift. Some well placed "Big Brother Inside" ads could really put a crimp in Intels CPU ID." I just love AMD's business model which you would take to an extreme. "Let's tick off the industry leader (who has much deeper pockets, 2 Billion (with a B) after tax profits per QUARTER) who has segmented the market, iced me out of the high end, who is coming after me in my end with manufacturing yields and speed capabilities I can only dream of. Oh yes, everything will get ok when I get to .18 (there is the minor problem that the other guy will be there first). Ah but I have copper. That way I can bring together brand new products, brand new equipment for .18 AND a brand new process all at the same time. Uncomfortable with taking only 1 major risk at a time, I demand that we take three "death-defying steps" simultaneously so I can maximize my opportunity to fail." Can you spell desperate? If AMD pulls off the intro of the K-7 flawlessly then things get real interesting. However, AMD has opted to make that a low probability event. They still bear watching because they could pull off a miracle, but their track record is scary. To me the question is whether they get bought before the K-7 comes out (assuming it's late) or after. If they bring it out on time, then they will stay independent AND be a major thorn in Intel's side. Good investing, Burt