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

To: Mani1 who wrote (53120)	3/22/1999 12:58:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1583311

Mani - re: "compare the unit growth of PC Vs. the EPS growth for Intel over the past couple of years. You'll see that Intel is indeed "under siege" Compare the unit growth and EPS trend for AMD after next month's earnings report. Then you can tell me what being "under siege" is all about. Paul

To: Mani1 who wrote (53120)	3/22/1999 1:09:00 AM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1583311

Re: "Intel is much better at forecasting their earnings than AMD since their manufacturing process is more mature." Obviously if you have six fabs, your overall output will be more stable. It's just like the stock market--if you build a diversified portfolio around a given targeted return, your volatility will be lower than if you buy just one stock with that same targeted return. Not to mention the fact that Intel can have 6x the number of fabs tweaking their process at any given time--not a bad little advantage to have. Kevin