Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Robert Walter who wrote (5507)	2/14/1997 4:54:00 PM
From: Brian Hutcheson	of 1576125

Robert , RE. Networking and Intel . Cisco and Bay networks business is mainly in switches and routers ,whereas 3Com as far as I know produces large amounts of NICs . I feel that Intel could become more competitive in NICs , but they are probably out of their league in wide area networks and should not give serious competition to Cisco and Bay or even Newbridge. At $37.50 3COM looks a buy as it is in a strong support area . Re. AMD being affected by Intel , with 90% or so of Cisco's products using AMD there does not seem much threat from Intel at the moment unless they can release a superior product , which they haven't done for awhile . regards , Brian

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