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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (41846)11/19/1998 11:33:00 AM
From: Bill Jackson  Read Replies (2) of 1574683
 
Jim, IBM discovered that the market was bigger than it was, and so will Intel. The code rules and anyone can make a commodity code runner. It takes creativity and a founrdy to even try to get on the rising part of the curve. Those without fabs will make less money and be later in the cycle, but will find it easier to enter, so profits are makeable.

I suspect Intel cannot really play hardball as they are watching microsoft and what happened to them, so they are leaving avenues that they would have closed earlier(such as production tied buying so a maker could only use AMD chips by buying Intel chips and selling/not using them......do not laugh...MSFT did/does it)

Bill
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