Jacob, all: Talking about Intel on CNBC just now, several subjects:
1. FTC investigation, or worse, of course. Said the problem was Intel "leaning on" the PC makers. Is that like Intel threatening to bump companies down the priority chain re delivery if they talk to a competitor, like AMD? I though the FTC's perceived problem was Intel pounding the crap (unfairly?) out of any competition, like AMD and Cyrix.
2. More vigorous competition from AMD and Cyrix. No mention of Celeron as a counter. I know, not until Mendocino (4Q98) does Intel again have a product that absolutely will dominate in this segment. I guess these analysts don't look beyond today. Not only that, but aren't AMD and Cyrix losing market share today anyway?
This one really cracked me up:
3. The guy says 'AMD came out with a new chip today, K6-me-2', as Paul says. The guy then said that Intel does not come out with their Merced until next year, so they have a couple of Qtrs to struggle. Now I know what our retired members(who have more time to watch CNBC than I do) mean when they describe CNBC's analysts as talking heads, or worse. This guy is comparing a 32 bit Pentium family clone with a 64 bit powerhouse workstation/server CPU. Also, somebody tell this fool about Xeon, already out with Deschutes and all the other...I give up.
Tony |
