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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (32323)5/2/1998 1:49:00 AM
From: Robert Walter  Read Replies (1) of 1571910
 
Paul,

Even you should now better than to take IDT seriously as a competitor in the mpu market place. They currently do not have the manufacturing capacity to support even one tier one vendor. They may be able to later in q3 but even then it will take some time. As for HP I think only time will tell if they decide to use the K6. Even with out them AMD still has more than enough tier one vendors to sell chips to. The main hurdle AMD must overcome is still on the manufacturing end.
It will be more of a concern when AMD starts to see surpluses of chips which right now is not a problem.

Robert
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