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

To: gbh who wrote (55185)	4/11/1999 11:06:00 PM
From: Process Boy	Respond to of 1572649

Gary - AMD vs. Marketshare vs Profitablilty The scenario seems extremely reasonable to me. Thank you for articulating it. PB

To: gbh who wrote (55185)	4/12/1999 2:24:00 PM
From: d e conway	Read Replies (1) \| Respond to of 1572649

<< They will cede the low end to INTC >> Dresden supposedly brings them capacity for 30% of the market. This profit disaster we're seeing now is short term...it buys them the foothold they need to move to the next level. With luck and K7 they will grow a major share of the overall market, consumer AND business, low-end thru high-end...they will gain profitability with this move up the ladder, and they will continue to innovate with K8, K9, the Kentium, support chips, etc. All this, of course, if they don't go bust trying. As an investment, it's a big-reward vs. total-loss crapshoot. Dan