Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Greg Strzegowski who wrote (3340)	11/27/1996 11:03:00 AM
From: Joey Smith	of 1579475

Greg, i hardly call the article positive...in fact, i thought it was rather negative since it pointed out the tremendous risk involved with investing in AMD. Also, HP and AST point blank said that Intel was their first choice and did not want to leave them. Even Cyrx's executive said their performance test on the K6 was meaningless thus belittling the K6 on superior performance. Low-end OEMs are even reluctant to leave Intel according to the article. imho, I seriously doubt that AMD will sign up any major OEMs before chip release in early Q2/late Q1, since they will have to prove that they can mass produce the chip with high quality. The earliest i see AMD signing a major OEM is 2H97, but by then, Intel will be ahead of the game once again in terms of performance, OEM loyalty, etc. VERY HIGH RISK since everything has to go right before 2Q97 for AMD to even have a chance. i think you have better odds in vegas. regards, joey

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