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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (69912)8/26/1999 12:22:00 AM
From: Charles R  Read Replies (1) of 1572002
 
Kash,

<I totally disagree, Intel is still the gorilla in this game.>

May be we should define our terminology here. At 80%+ market share I consider Intel a gorilla. Two years out I expect this to be 50%+ at which level I do not consider it a gorilla anymore.

<I see great potential for AMD to become a solid number 2 player in the CPU biz but all this stuff on the imminent demise of Intel is surely misplaced.>

I guess I have not come across clearly. At no point in time, in this or any other post, do I ever claim "imminent demise of Intel". I am pointing to technology gaffes that Intel made that are very likely to cost them their gorilla crown. As I said earlier in this post (and a few times before on this thread), I expect Intel to be #1 player for a long time to come. AMD is playing for a solid #2 position instead of a weak #2 position that it is currently in.

Chuck
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