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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (61969)	6/16/1999 4:05:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1576619

Chuckles - Re: "- the clock starts ticking the day you see K7 systems on the shelf and stops when Intel starts shipping a competitive CPU. " Reality check. We can't even see Kmart 63 systems on the shelf ! And believe you me, the Kmart 63 CPUs and systems are heckuva lot easier to make than a K7 CPU and system ! Paul

To: Charles R who wrote (61969)	6/16/1999 4:13:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1576619

<Wakeup! Intel is faced with the prospect of not growing for the next year or so. It is not a done deal until AMD executes - the clock starts ticking the day you see K7 systems on the shelf and stops when Intel starts shipping a competitive CPU.> You better wake up yourself. Even perfect execution for AMD means no more than a doubling of their current output. That still leaves plenty of room for Intel to grow in the near-term, not to mention the long-term when Intel leap-frogs AMD once again. <As an Intel investor thank your lucky stars that AMD has a habit of bumbling and hope that the "AMD advantage clock" ticks for one or two quarters instead of one or two years.> As an Intel employee, I think I have a much better view of what Intel has in store for the future than you do. Intel already has a battle plan that assumes AMD will execute perfectly, despite Barrett's comments questioning AMD's ability to do so. And it doesn't involve the black-or-white battle that AMD supporters are so fond of fighting. Tenchusatsu