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Politics : Formerly About Advanced Micro Devices
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To: greg nus who wrote (27201)12/29/1997 12:31:00 AM
From: Time Traveler  Read Replies (1) of 1573928
 
Greg,

As you have pointed out on the first serious comment, K6 is a complicated chip. Complexity is indeed relative. P-II is even more complicated than K6.

How can you NOT have a vicious chip war against a company that has not yet even hit ramp speed yet? Face it. Jerry's propaganda and his K6 did give Intel management a big scare earlier this year. Intel's goal appears to keep its market share at all cost.

So you confidently set prediction on AMD's yield at 60%. The yield of such a subject is going to be so confidential. How would we know that you have hit the jackpot?

Can Intel acquire a 49% interest in AMD? Would SEC allow that to happen?

Would a chip war break out next year? The chip war is already going on. It is going to escalate next year. How much? It all depends on the manufacturing capability of K6(+)[3D]. Intel has demonstrated that it is not going to let AMD accumulate as much capital to fuel tomorrow's competition.

Jerry has proved himself to be a very capable CEO despite his personal mission to go after Intel. AMD's trouble all started after 486 ordeal, and Intel has shown that Intel will keep all that way as long as any one is trying to grab a huge market share from Intel in the x86 market.

Hey, these are not my hypothesis but observation.

John.
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