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Politics : Formerly About Advanced Micro Devices

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To: gnuman who wrote (34108)7/8/1998 9:18:00 PM
From: kash johal  Read Replies (2) of 1571219
 
Look, over 50% of all CPU's are sold by no-name shops.
I agree that Celeron will be in deep discount and NSM and IDTI are in trouble.

I don't think you can assume that IBM/CPQ will save AMD.
IBM has mfg. rights to k6 and MX and compaq's focus will be high end with Alpha?XEON/MERCED.

Just remember all the support and help IBM gave Cyrix.

I think the whole sector is in trouble, BIG trouble

regards,

kash
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