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

To: kash johal who wrote (79777)	11/12/1999 5:32:00 PM
From: maceng2	Read Replies (1) \| Respond to of 1586157

kash, re.. "There is still an opportunity in the appliance/set top space but it will be tough to bet against the big two." Do you really think that? Even Intel is coming around to the SoC idea with TIMNA. There are loads of chips in the average PC. NSM is doing very well with this sideline business, thank you. The point is that the slice of the pie, dollar wise, is getting bigger with every microprocessor price cut. You can't have missed how VIA has made good use of market opportunities recently. The other (more important) point is the corporate account or the "bread basket" of the PC business in the past. It's going Thin Client. I am not taking the narrow view here. Everyone is climbing on board; MOT, IBM, TXN, various Japanese cos, I'm sure there are lots more. I see where INTC is buying up companies too. I see the market for microprocessors going mainly to servers and perhaps, in the short term, to very low cost (sub $500) PC's. There is the gaming market of course. For the typical business application, you don't need all those MHz. If MHz is needed you buy a server. Now AMD is well positioned with it's products, no argument there, but the market is changing. I'm not in AMD at the moment, but congratulations with the well deserved breakout. I'm sure it's been noticed. I welcome other views on this. We all need reality checks. regards, pearly.