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To: Jim McMannis who wrote (89367)10/4/1999
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
McJimbo - Re: "Still, I think MHZ captures the high ground and the Athlon should have that."

That MHz lead may not mean much when AMD becomes known as the HIGH PRICED, LIMITED EDITION brand - instead of the cheapo, cheapo ANYTHING BUT INTEL brand.

Buyers only liked AMD's parts when they were much cheaper than Intel's.

When they are more expensive, only the true anti-Intel zealots become AMD's market - and that is definitely a LIMITED EDITION segment.

Paul



To: Jim McMannis who wrote (89367)10/4/1999 11:00:00 PM
From: nihil  Read Replies (2) | Respond to of 186894
 
Seems Intel and AMD have a tech agreement until yr 2000. AMD can't copy post P5 stuff, but can Intel copy K-7? Anybody know?

Seems the Treaty between AMD and Saxony forbids AMD drawing any assets from AMD-Saxony until all the AMD-S debt is paid. So AMD is is obligated to pay AMD-Saxony various amounts, but can't make anything from its investment. Sounds Sanders-Dumb to me. Fab 30 sounds like a deep black hole.


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