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

To: kapkan4u who wrote (58873)	5/20/1999 12:13:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 1583352

kapkan4U - < This may be a reasonable scenario for Intel employees, whose options will be marked down after the stock collapse,> This is a load of pure bullsh*t. Intel has never marked down options to its employees, unlike AMD, and speaking for myself I don't anticipate them ever doing so. BTW, a majority of my INTC holdings is in in a DRIP, e.g., purchased at market, just like non employees. PB

To: kapkan4u who wrote (58873)	5/20/1999 12:16:00 AM
From: Gary Ng	Respond to of 1583352

kapkan4u, Re: They have been around for a long time, surviving on slim or no profits They are surviving on someone else money. IF this collapsing ASP becomes reality, who else is going to supply the money ? The sole reason that people(or AMD investors) are willing to keep on pumping in money is based on the hope that AMD can in one day enjoy what Intel is enjoying at the moment(profit margin). Gary PS. Did you attend the shareholders' meeting and blast CB ?

To: kapkan4u who wrote (58873)	5/20/1999 12:23:00 AM
From: grok	Read Replies (1) \| Respond to of 1583352

Re: <And one more thing. AMD is a bare bones operation with 13k employees. They have been around for a long time, surviving on slim or no profits. To survive a total war in the falling ASPs environment, Intel will have layoff 30% to 40% of the 64k employees. Especially those, who are not directly involved in building, designing and selling CPUs.> Since we're into doomsday scenarios, don't forget Intel's strength in corporate and especially in servers where AMD has close to zero market share. As for laying off 30% to 40% of the 64K employees (isn't it >64K?) it is very, very unlikely that this would ever be necessary but if it were necessary, Intel would do it. Are you aware that in 1984 Intel went into hard times and cut employment and didn't get back to the previous level for EIGHT years?