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

To: Charles R who wrote (75509)	10/14/1999 1:18:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572616

I particularly like this statement from Thresh. "Unfortunately, we've been hearing from manufacturers that most current benchmarks don't accurately measure the true performance of the Coppermine, and Intel is working with benchmark developers to help create new tests that show the Coppermine's true strengths. ".... So I was right, Intel will come out with a whole bunch of "performance benchmarks" for the CuMine. Maybe this is the delay, they had to wait for new benchmarks to avoid embarrassment. <G> Jim

To: Charles R who wrote (75509)	10/14/1999 1:56:00 PM
From: tejek	Respond to of 1572616

Chuck RE <<<Yeah, clearly the biggest losers have been Cyrix/IDT. As for AMD, it all depends on the time frames you pick. There is plenty of data to support that AMD gained market share in Q3 '98, Q4 '98, lost market share in Q1 '99 and Q2 '99 and stayed roughly even in Q3 '99.>>> First I think its telling that for all intc's financial resources, it was not able to steal market share from AMD....the one, I believe, they most wanted to effect. Secondly the K7 had minimal impact in Q3 and yet AMD was able to improve its market share (albeit a small %tage) without it. Given the above, I think that in Q4 with the K7 ramping up, AMD should be able to see a bigger increase in market share. This of course runs counter to the hype we have been hearing for the past 6 mos. I guess I, for one, was pretty surprised by the nos from Mercury Research. ted