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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (35756)8/10/1998 4:03:00 PM
From: Kevin K. Spurway  Read Replies (4) of 1572777
 
Re: "66% WON'T CONSIDER AMD."

Paul, wonder what those statistics would have looked like a year and a half ago? Maybe 0%-5% would consider Cyrix or AMD.

The significance is not the number itself, it is the trend. But you're a smart guy and I'm sure you can figure that out.

So, if AMD is dominating sub-$1000, and has 35%+ of the consumer market (and growing) and now 33%+ of the business market is starting to give AMD serious consideration, THE BOTTOM LINE IS THAT INTEL NO LONGER ENJOYS THE (VERY PROFITABLE) LEADERSHIP POSITION IT ONCE DID.

Kevin

PS Ask yourself if you're really happy about that 66% (and falling) number. Are you? Were all those hundreds of millions spent on "Intel Inside" ads worth it?
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