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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST
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To: Tenchusatsu who wrote (155389)1/15/2002 2:43:56 PM
From: Paul Engel  Read Replies (1) of 186894
 
Ten - Re: "AMD is in a stronger position today than they were in 1999. That's lucky for them, because Hammer is still slipping and will probably not be as big of a jump as the original K7 was."

One difference - AMD was on the UPSIDE with impending AthWipers. Today, the AThWIper is in decline and the Hamster is nowhere in sight - and if and when it arrives, it will only be an expensive AThWiper replacement - as no 64 bit OS/applications will be available - and the new chip sets and motherboards will place it in a high cost position for desktops.

Paul
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