Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Time Traveler who wrote (28342)	2/7/1998 4:06:00 AM
From: John Goldthorp	Read Replies (2) of 1571810

The window of opportunity is closing ... but a little more slowly with 40% (by some accounts) share in the sub-$1000 PC market. So AMD should probably stay the course for a while longer. This is not reason enough to buy, only to hold or monitor. CPQ and IBM (among others) want AMD to succeed. The PC manufacturers have been constrained to a single source of supply for too long now. I think their business case for the -$1000 PC may be predicated in large part on this factor. Even Intel may not feel too imperiled by this if it hampers the viability of a (non-Intel) NC. JG

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