Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Yousef who wrote (41406)	11/13/1998 9:36:00 AM
From: Bill Jackson	Read Replies (1) of 1571911

Yousef, It was bad in that it implied Intel was lapping AMD again, when in fact AMD is unlapping, or gaining on Intel. The speed differences are diminishing as Intel gets to the ceiling first and each new gain gets harder to achieve. In the ultimate analysis Intel's attempt to make a proprietary slot-1 interface where they alone can go forward seems to be failing as AMD will have an equivalent Alpha based interface in addition to their socket based approach. So even with the market cap around 40:1 in favor of Intel the market share ratio is far less and the increase in AMD share price reflects this(and the hope of Jerries departure??) Bill

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