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

To: Charles R who wrote (58518)	5/17/1999 10:58:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 1575396

Charles, Re: And, right now I am not comfortable with their response Sell your INTC holding then. If you are not comfortable with the management, no matter how much potential the company has forget it. That is what the legendary P.Fisher said. Gary

To: Charles R who wrote (58518)	5/17/1999 11:21:00 PM
From: Paul Engel	Respond to of 1575396

Chuckie - Re: "I could be wrong about this but am trying hard to understand strategy behind the current ASP drops and can't find any good explanation." Better dump that Intel - you're one nervous guy on the high-wire act. AMD has a history of blowing Intel away - better dump that Intel. Paul

To: Charles R who wrote (58518)	5/18/1999 12:10:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1575396

<Intel appears to be trying to kill off AMD before K7 instead of going for a successful duopoly while conceding market share slowly.> 1) Price-fixing is illegal. 2) The minute Intel lets up on the price cuts, AMD will pull a double-cross and undercut Intel's prices once again. 3) How in the world is Intel going to kill off AMD when the K7, the only "seventh-generation x86 CPU in existence," is soon going to arrive at a desktop near you? Tenchusatsu

To: Charles R who wrote (58518)	5/18/1999 12:34:00 AM
From: kapkan4u	Read Replies (1) \| Respond to of 1575396

<Chuck - re: Intel's stock price does not depend on K7 or anything else that AMD does - It depends on how Intel responds. And, right now I am not comfortable with their response. Intel appears to be trying to kill off AMD before K7 instead of going for a successful duopoly while conceding market share slowly. I could be wrong about this but am trying hard to understand strategy behind the current ASP drops and can't find any good explanation. > Thank you Chuck, I have been trying to say the same on this thread. I tell my former Intel management: Face it, AMD is here to stay, don't destroy the x86 CPU business. There are enough profits for both companies.