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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (61925)6/16/1999 4:57:00 PM
From: Kevin K. Spurway  Read Replies (1) of 1573375
 
Re: "while if Intel slips up, it barely makes a dent in the bottom line?"

Are you kidding?

The dent in Intel's bottom line is HUGE! It equals the size of all the profits Intel would have had in the server market by introducing Merced on time. It equals all the value of being able to beat AMD in the x86 market with a superior (or at least comparable) product to the K7. It would put Intel two years closer from transitioning the entire computing world from non-proprietary x86 to proprietary EPIC!

The value of these slipups (missed opportunities) is probably an order of magnitude larger than the entire market cap of AMD.

Kevin
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