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


To: grok who wrote (66600)7/24/1999 4:40:00 PM
From: Charles R  Respond to of 1573848
 
KZ,

<This creates a huge opportunity for Via/NSM if they can deliver>

Yup! Somewhat similar to what Intel did to AMD in Q2 when AMD floundered on commitments in Q1.
This trend of not executing properly is slowly chipping away Intel's veil of invincibility. OEMs will be more ready to deal with 2 sources instead of relying on one.

Chuck