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

To: Charles R who wrote (63692)	6/29/1999 1:49:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 1572080

Chuckles - Re: "Interesting development - if it happens, any views on what this means to the CPU biz and what it means to AMD?" That - VIA acquiring Cyrix - is the making of a GREAT SOAP OPERA ! In one fell swoop, VIA will torque-off Intel AND AMD ! AMD would see it's one-time chip set ally - VIA - become a direct competitor - especially at the low end where AMD is already bleeding profusely. And Intel would see competitor in chip sets become a full-blown competitor - CPUs as well as chip sets. If I was running Intel, I'd call up HallaPeno, ask him what VIA is bidding, and then TOP THAT bid by a few million bucks. Paul

To: Charles R who wrote (63692)	6/29/1999 2:03:00 AM
From: Yougang Xiao	Read Replies (1) \| Respond to of 1572080

Chuck: Re Via bidding for Cyrix: I hated this news more than AMD losses 600 millions in one single quarter. I thought AMD already paid 200 millions Cyrix death TAX for Q2. Quick pointers comes into my mind: Low end war will not die down any time soon, will get worse. Both Intel and AMD will bleed big time to fight Via in low end. Via will grab a BIG chunk market share out from Greater China market for they know better than Intel and AMD combined in that huge market. WallStreet will view this development with great negative bias, and rightly so, for there is no abatement for the fast decline of CPU prices. Bad, bad news!