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

To: Tenchusatsu who wrote (62793)	6/22/1999 6:02:00 PM
From: kash johal	Read Replies (4) \| Respond to of 1571691

Tench, Re: Intel for long term. Boy you have bought the corporate line hook line and sinker. It is pretty obvious that Intel will be reaching a crisis point within the next few years. It is pretty clear that the low end and high end desktops will become much lower margin. It is not all clear that Intel(or anyone else) has a high potential biz in the Internet Appliance marketplace. It is certainly not clear that Server market is big enough to save Intel. And it not clear that server farms run by Intel will be a profitable business for them. Hell if they can lose the CPU speed lead to a crappy debt ridden outfit like AMD it doesn't say much for their core competency in CPU design. And the latest fiasco on 0.18 micron speeds is a disaster that has still to be resolved. K7 and Alpha's will be running at 1Ghz by mid 2000 and Intel is still designing its alternative. And as the celeron hits 500Mhz with its full speed cache - it may well have similar performance than a 550-600Mhz PIII with 1/2 speed cache. This will surely exacerbate Intels pricing problems. And if AMD executes and transitions to 0.18 flawlessly by Q1 2000 then you could have AMDs slowest chips being as fast as Intels fastest chips. This is certainly not the kind of stock you can put away in the drawer for a few years in the knowledge that it will be fine no matter what its competitiors do. Regards, Kash