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Technology Stocks : 3DFX
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To: Eric Howard who wrote (8847)11/6/1998 6:18:00 PM
From: Patrick Grinsell  Read Replies (1) of 16960
 
OT -INTC

AMD does indeed have a license for KNI. It's in the October issue of MaximumPC. I agree that AMD's execution sucks which is why I'm not considering going long them instead. If AMD does execute well with sharptooth I may consider it.

My main point is that there is very little demand where Intel is headed. The hardware capacity has outstripped the software needs. Intel may very well exceed 1 GHZ, while the majority of the market buys cyrix/amd at 500 mhz.

Pat
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