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


To: Ronald Ashkenazy who wrote (79870)11/14/1999 5:34:00 PM
From: Pravin Kamdar  Read Replies (1) | Respond to of 1579675
 
Ron,

They will have to demonstrate the technology first before an assessment can be made. With the quality of people in their camp, they must believe that they have something.

Here's a good article on the Intel-AMD battle:

biz.yahoo.com

I like this part:

While analysts are not worried that Intel, of Santa Clara, Calif. will lose its dominant position in PC processors, they fear a resurgent AMD could compete in
the high end of the PC business, where Intel currently reigns with its Pentium III chip family.


I think the author has subliminally put his finger on it. The analyts fear what AMD could do to Intel. Their firm's positions in Intel are just to high.

Pravin



To: Ronald Ashkenazy who wrote (79870)11/14/1999 5:55:00 PM
From: L. Adam Latham  Read Replies (2) | Respond to of 1579675
 
Ron:

Re: Transmeta is believed to be developing a processor...

This is the worst-kept secret in the industry. No news here.

Adam