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

To: fyo who wrote (65408)	7/15/1999 12:06:00 AM
From: michael liu	Respond to of 1573950

Just finish AMD's conference call replay. It sounds to me that AMD is in a very good position. Intel had a superior technology all the way up to now. Intel's strategy is making a high return in high end, and dumping its low end to compete with AMD, Cyrix, etc. Its strategy is working and results are forcing IDT and National out of this race and making AMD bleeding. Situation is changing. Now, AMD has high end, more superior than Intel at least a year ahead. AMD has a popular low end product such as K6-2. Gateway will be the first one to box AMD K7, then CPQ, MUEI, etc will follow. DELL probably will follow eventually, but will be the last one. New CPU era. Just my opinion. Michael