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

To: Kevin K. Spurway who wrote (60546)	6/4/1999 10:31:00 AM
From: Process Boy	Respond to of 1572372

Kevin - <Is Intel Cooked?> Answer to the rhetorical question, from the article you posted: "Is Intel Cooked? I'm not going to bet on that quite yet. It's still a company with great talent, good financial assets and stellar execution. But it, too, must change and recast itself in light of the new Web-centric value equation. If Intel gets through this, it won't be the same company you or I grew up with. " I would think AMD is in a worse position ralative to the article's points. What's AMD going to do if the PC is doomed? PB

To: Kevin K. Spurway who wrote (60546)	6/4/1999 10:44:00 AM
From: Joey Smith	Read Replies (2) \| Respond to of 1572372

Kevin, judging from the source of that article, of course, that could be an exageration. But, I have heard from multiple sources that Celeron is kicking K6-2's butt and that AMD has LOTS of unsold K6-2s. Hard to quantify LOTS, but it's not good news (& not fully reflected in the stock price, imo). Add in the scarcity of K6-3 systems, & Q2 will be a negative surprise for most AMD investors. Believe what you want, but i'm telling you what I hear from the "pool". joey