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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (61969)6/16/1999 4:13:00 PM
From: Tenchusatsu  Read Replies (1) of 1576329
 
<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.>

You better wake up yourself. Even perfect execution for AMD means no more than a doubling of their current output. That still leaves plenty of room for Intel to grow in the near-term, not to mention the long-term when Intel leap-frogs AMD once again.

<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.>

As an Intel employee, I think I have a much better view of what Intel has in store for the future than you do. Intel already has a battle plan that assumes AMD will execute perfectly, despite Barrett's comments questioning AMD's ability to do so. And it doesn't involve the black-or-white battle that AMD supporters are so fond of fighting.

Tenchusatsu
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