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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (109096)5/3/2000 12:43:00 AM
From: Charles R  Read Replies (1) of 1577893
 
<Conventional wisdom credits the company's success with Intel's failure. Kumar lays the failure at the other end of the chip market. AMD's "biggest gains have come from the vacuum created as other low-end processor vendors left the market," Kumar believes. >

Let's see what this guy will have to say after Q2!

<Kumar also sees problems on the low-end, because Duron "will probably" cost more to make than Celeron, so AMD won't be able to compete on price. Intel also has an upcoming chip that combines CPU, graphics and other functions. >

It amuses me that people can even call this "analysis".

<"Intel will use every trick (Petz: He admits it!) in its book to dig in its heels," Kumar writes. "We don't see AMD getting much past 20 percent market share in the next year or two." >

Wasn't this guy saying the same thing until recently but with 15% number instead of 20%?
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