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Politics : Formerly About Applied Materials

AMAT 323.62

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To: advocatedevil who wrote (46799)	5/16/2001 10:29:32 AM
From: Katherine Derbyshire	Read Replies (1) of 70976

>>A significant market share win by AMD could put into question Intel's huge capex spending plans.<< I disagree. AMD will win market share away from Intel (or not), based on three factors: performance, availability, or price. Building more fabs improves both availability and price, and spending for advanced technology improves performance. That's why they call the chip industry a no-limit poker table. Outspending the other guy tends to be a very successful tactic. Katherine

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