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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (61959)6/16/1999 3:41:00 PM
From: Charles R  Read Replies (2) of 1576170
 
Tenchusatsu,

"But even if your percentages are screwed up, your original point was that Intel has no prospects for any growth whatsoever next year. That must mean if the entire x86 market grows by 25M units, and AMD absorbs the entire growth, they just increased their production by 125% in one year!"

The percentages I used are approximate. There is a lot of guessing here and there is no point being precise. To quote Buffett "it is better to be approximately right than precisely wrong".

But you got the jist of my message nonetheless. I am saying pretty much what you are saying I said. Assuming decent execution, the entire growth in the x86 market for the next year is going to be absorbed by AMD. Whether it is going to be 25Mu or less or more would depend more on the mix of K7s and K6s - which will be optimized for maximum profit.

Wakeup! Intel is faced with the prospect of not growing for the next year or so. It is not a done deal until AMD executes - the clock starts ticking the day you see K7 systems on the shelf and stops when Intel starts shipping a competitive CPU.

As an Intel investor thank your lucky stars that AMD has a habit of bumbling and hope that the "AMD advantage clock" ticks for one or two quarters instead of one or two years.

Chuck
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