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Politics : Formerly About Advanced Micro Devices

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To: Brian Hutcheson who wrote (32330)5/2/1998 12:50:00 PM
From: Paul Engel  Read Replies (1) of 1571713
 
Brian - Re: "I am starting to believe that you have a screw loose."

Well, Brian, I'd say you are in a state of Denial.

AMD has made it's 3DNOW technology an open standard,as you noted. When Intel licensed x86 technology to AMD in 1982, AMD grabbed it, made products and bombed prices on Intel - because it did not have to do any R & D, design, development, marketing, etc. It simply bombed prices and stole sales from Intel.

In the mean time, AMD offered up nothing for Intel to copy.

Hence, Intel realized that AMD was nothing more than a predator and closed its architecture faster than you could say " Billions Of Dollars In Profits".

And now, IDT is in the same position - to eat into AMD's customer base with essentially compatible products - made on IBM's process (as well as IDT's own fabs).

AMD has given away it's little "3D Genie" and they can't put it back in the bottle!

So--why buy AMD chips when IDT's are functionally the same and cheaper?

I'm sure you will provide the arguments, but in 6 months, check out AMD's financial situation.

Could be even more big trouble ahead, Brian!

Paul
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