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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: Neil Booth who wrote (66523)12/30/2001 12:43:49 AM
From: Dan3Read Replies (3) of 275872
 
Re: If only INTC were a monopoly like MSFT

That's the vision that has been driving Intel to mistake after mistake these past few years.

Intel's abandonment of Socket 7 and move to Slot 1 was going to give them a monopoly on CPUs through their ownership of the slot 1 interface.

Instead, it gave AMD a wide open Socket 7 market.

Intel's abandonment of mainstream memory was going to give them a CPU cost and time to market monopoly through their zero royalty and advanced technical information licensing deal with Rambus.

Instead it gave AMD a cost advantage with SDRAM and a huge lead in developing DDR platforms.

Intel's abandonment of the X86 instruction set was going to give them a monopoly on CPUs as the industry moves to 64 bits.

Instead it is giving AMD's X86-64 a huge opening.
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