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Politics : Formerly About Advanced Micro Devices

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To: greg nus who wrote (27207)12/28/1997 4:54:00 PM
From: Joey Smith  Read Replies (1) of 1573838
 
greg, Intel doesn't want to drive AMD out of business..just hurt them enough so they don't have enough capital to mass produce and compete on the high-end. It is clear that Intel wont give up much in terms of mkt. share on mainstream desktops. The CPU market does seem to be segmenting, and AMD would be wise to focus on a certain segment..Sander's vision of being the "2nd supplier" just doesn't cut it and will be a money loser..

As far as CPQ machines, you notice how quiet they have been in terms of announcement. Why? You think maybe Compaq doesn't want people to know they're selling AMD machines.. Like it or not, Intel has HUGE BRAND EQUITY and AMD has absolutely none. One thing is for sure, CPQ wont piss Intel off too much because they're too dependent on them for other market segments.

joey
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