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

To: Kevin K. Spurway who wrote (77338)	10/27/1999 11:21:00 AM
From: Elmer	Read Replies (2) \| Respond to of 1573248

Re: "Sounds like sour grapes to me, Penang Paul. Of course, if Microsoft now releases these gaming consoles with Intel inside, you'll be crowing about it for days." If he wouldn't crow I would, and BTW, those were my comments, not Pauls. Intel has the capacity and the cost advantage. AMD needs high margin Athlons in it's desperate struggle to stay on half step ahead of bankruptcy. An obligation to deliver high volumes of low cost Athlons would be bad for AMD but 10s of Millions of low cost CeleronIIIs would be no problemo for Intel. It's not a slam against AMD. I just think it would not be good for them. EP

To: Kevin K. Spurway who wrote (77338)	10/27/1999 12:15:00 PM
From: Joey Smith	Read Replies (3) \| Respond to of 1573248

re:it's Microsoft, not AMD, that's done the most damage to Intel over the last two years. That is only going to continue.. Maybe, but I don't think the guys at Redmond are very happy to see intel in bed with virtually all the major UNIX shops to co-market Itanium. There seems to be a little more urgency at Microsoft lately to get out their enterprise software if they really want to dent that market. IMO, Intel is the better positioned of the 2 going into the next several years. joey