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Politics : Formerly About Advanced Micro Devices
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To: Carl R. who wrote (629)7/8/1996 4:23:00 PM
From: Mark Brophy   of 1585849
 
Are customers really asking for a "Pentium"? I'm not convinced. Many people walk into a computer store and ask for a "PC", but that doesn't mean they're going to buy it from IBM. Many potential customers for a "LaserJet" have bought compatibles from vendors other than HP.

I think Cyrix and AMD have simply failed to produce a compelling package. Until recently, Cyrix tried to charge a premium for a chip with 10% better integer performance and poorer floating point performance. I should expect a discount for buying such a system.

I invest in AMD and Cyrix because it's impossible to improve the Pentium Pro design. Intel has hit a wall. If they try to optimize the chip, it loses performance or increases the die size. This presents a golden opportunity for Cyrix and AMD.

Until Intel can bring about the transition to the P7, there is a window of opportunity when the Pentium Pro and it's imitators will be a commodity product. The longer the window lasts, the more we make with AMD and Cyrix.
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