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Politics : Formerly About Advanced Micro Devices

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To: A. A. LaFountain III who wrote (55173)4/11/1999 10:27:00 PM
From: Mani1  Read Replies (1) of 1572510
 
<<AMD is suffering the fits and starts that accompany the beginning phases of a long-term process (because I don't consider the second-sourced 386/486 period AMD a true MPU vendor, which began only with the ill-fated K5). As I am a believer that AMD is closing the product performance gap with Intel and that the K-7 would accelerate the process>>

YES!!!

This is exactly what I have been trying to argue in response to the "AMD has been like this since 1986" statements. I am just not as articulate as you.

Since AMD stopped being a clone CPU maker, they have been increasing market share and decreasing the performance gap. Can they continue this as far as it takes to become consistently profitable? I am betting yes and I got good betting odds (that risk to reward ratio again), the street seems to think no. We'll see

Mani
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