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Politics : Formerly About Advanced Micro Devices

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To: Maxwell who wrote (34457)	7/14/1998 1:04:00 PM
From: Dale J.	Read Replies (2) of 1574273

Also Intel margin will rise due to Xeon not Mendocino. Maxwell and Jim, THis is where I think your train is falling off the tracks. <G> Mendocino is a response to AMD not an initial challenge. Mendocino is meant to stem the market losses away from AMD. Will the net profits from Mendocino offset the losses of cannibalizing the PII? I think so, but it doesn't have to. All it has to do is be a wash. Xeon will be the growth. From AMD's standpoint however, Mendocino is bullet headed their direction. Dale

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