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

To: Scumbria who wrote (54715)	4/7/1999 11:18:00 PM
From: RDM	Read Replies (1) \| Respond to of 1571415

They sure fell for the April 7 joke, didn't they Scumbria?

To: Scumbria who wrote (54715)	4/7/1999 11:23:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 1571415

Scumbria, Re: AMD will soon collapse. So relax guys. While what you are describing about K7 seems to be true, AMD will not collapse. It will suck in more fund from its believe and repeat the K6 story again. BTW, are you still holding your latest long position ? Gary

To: Scumbria who wrote (54715)	4/7/1999 11:59:00 PM
From: Fred Fahmy	Read Replies (3) \| Respond to of 1571415

Scumbria, re: "Intel has nothing to worry about. AMD will soon collapse" You have this all wrong. Many Intel supporters don't want to see AMD collapse and many don't think AMD will "collapse". Although given their continued financial dilemma, they could be forced to eventually sell out like Cyrix. Nope, the idea isn't to put AMD out of business. It's to keep them in their place and help protect Intel from the feds. AMD is like the fly on the ass of an elephant compared to Intel. Intel, could turn around and smash that fly anytime it wanted to. There is nothing illegal about pricing products anywhere above cost, especially when they are still above the competition. If it was Intel's intention to "run AMD out of business" they could. Sure it would cost them money and the stock would suffer short term, but they could do it and probably still show a healthy profit. The fact that AMD has chosen to price so aggressively is not Intel's fault but it does give Intel the ability to do a lot of damage because no-one in their right mind is going to argue that Intel doesn't have the right to match AMD's price...especially since AMD is selling below cost. Yup, AMD has given Intel the rope to hang them, but that's not what is Intel's best interest. In addition to providing Intel with a non-monoply defense, I think AMD is good for the consumer, good for the industry, and good for Intel/INTC. There is no doubt in my mind that Intel would not be the same leader if it were not constantly being challenged by formidable competition. Competition leads to innovation. No challenge leads to under achievement. FF PS: Do you think S&P will lower their credit rating...again?