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

To: Burt Masnick who wrote (49299)	2/11/1999 5:45:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 1573763

Burt, 1) Financial situation from hell. Huge amounts of incredibly valuable IP. 2) History of lousy execution. Phenomenal execution for the last 12 months. 3) Late again with K6-3 That extra couple weeks will be a real disaster. 4) Scary triple threat for K7 - new product, process, technology Who is scared? 5) Management strategic and operational smarts K7 will make Intel's management look like idiots. Scumbria

To: Burt Masnick who wrote (49299)	2/11/1999 6:20:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1573763

Burt, RE:"Hence the days on Intel being "nice" to AMD are similarly gone". Certainly but...when has Intel ever been nice? They just moved up the Celeron speeds a couple months and dropped the price. Intel is not playing "nice"...they will turn up the screws regardless of AMDs strategy. Remember, I told you where you could get a Pentium III system right now. Celeron is no slouch, a much better deal than a Pentium II or a Pentium III...except for a few apps... Jim