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Politics : Formerly About Advanced Micro Devices
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To: RDM who wrote (59273)5/22/1999 1:24:00 PM
From: kash johal  Read Replies (1) of 1584420
 
RDM,

Re: Laptop market.

Apparently AMD has captured close to 50% of the laptop market.

As the majority of laptop customers are business/professional users this should be very worrying for intel.

The new mobile KIII's could be a major problem for Intel.

It bodes well for AMD's acceptance into the corporate desktop market with the K7.

Also the broad availibility of the KIII-450's and adoption of the KIII by fujitsu and nec last week is very encouraging.

My only dissapointmnet regarding the mobile KIII's was that they were 0.25 micron, I had been expecting 0.18 parts by now as I thought they were going to start the 0.18 KIII ramp this quarter.

Still a 333/366/380 mobile KIII introduction on Monday - if it happens should be good for another pop in the stock price.

It may also occasion the lemming analysts to give AMD another look.

Next week should be interesting for the stock action.

Regards,

Kash
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