Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Goutam who wrote (77912)	10/30/1999 10:31:00 AM
From: Charles R	Respond to of 1571405

Goutama, <The power shift to OEMs (read the last paragraph above) can be directly attributed to AMD - K6-x line and especially Athlon. It's very interesting to observe the power shift to OEMs which just started to unfold in front of our own eyes - similar to the Internet revolution. This has been long anticipated, but started to take effect now after the persistent AMD's competition, and Compaq's courageous support of AMD. This power shift to OEMs is very important for AMD, because all its recent decisions on Athlon platform infrastructure were based on having strong OEMs and chipset, mobo partners. It could have some negative effects on Intel's I64 program, if the total power shift to OEMs happens. There is also another very recent compromise made by Intel with rival group regarding future I/O bus in servers. If any body is interested; please let me know, and I'll post it.> That was a very astute observation. Right on the money. Chuck