3DFX Message Board - Msg: 6323562

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : 3DFX

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Patrick Grinsell who wrote (8846)	11/6/1998 5:56:00 PM
From: Eric Howard	Read Replies (2) of 16960

OT - INTC Patrick, AMD has a cross-license for MMX, I do not believe they have a cross license for KNI. Also AMD has never had an issue with their road maps, but their execution is another story. If you really think AMD is going to be able to execute this time then I think it would be a safer bet to bet on them instead of betting against Intel. CPU development cycles take 2+ years, that is the lag time between when AMD decides they need KNI, if they have a license, and when it will show up in their processor. You are correct that many of the future PC CPU market battles will happen at the low end but workstation CPU battles will occur at the high end. Intel still has room to grow if it can take over the workstation CPU market. Once they finish destroying the RISC CPU vendors then I will agree with you that they are at their peak. Eric

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next