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Technology Stocks : Intel Corporation (INTC)
INTC 34.72-2.3%3:59 PM EST

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To: Scumbria who wrote (84474)6/25/1999 12:25:00 AM
From: Shahen Petrosian  Read Replies (1) of 186894
 
> Intel has high end/server CPU sales. And soon AMD will too! Waatch ouut for thaat aathlon!

The high end server market is not about saving 25% on the CPU. It's about doing reliable business with a reliable supplier with high yields. This is not a sector that goes shopping for a blue light special.

Also, in the low end consumer market the price difference between AMD and Intel systems were further magnified by the difference in quality of the other components on the system. This won't be possible in server class systems.

If it is true that the high end is a make or break situation for AMD then I'm afraid the game is almost over for AMD.
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