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

To: Mani1 who wrote (80024)	11/16/1999 12:23:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1576347

Mani, <I second that. Stability is essential if AMD has any chance of penetrating the business sector. Dan Niles predicted that AMD will start penetrating the business market within 6 months. If so, AMD should continue to go higher.> To me what was telling about the statement was that Sharky's a pretty strong Intel shop is saying that 3 month old Athlon platform is as stable as the mature BX platform. For me that is a pretty phenomenal comment. As far as business design wins are concerned I am very upbeat but I have come to take a somewhat dim view of the AMD marketing/sales orgainization after the motherboard fiasco and losing Dell. On the business side, I think the following quote from CNET ( news.cnet.com. ) that I already highlighted a few days back is the most telling. In context of AMD/IBM/Athlon the article says: "IBM doesn't use AMD chips in its workstations at present but will continue to evaluate AMD chips in the future, said Doug Oathout, worldwide product brand manager for IBM workstations. "They're going to make Intel squirm," he said of upcoming AMD chips. " Now, here is a Product Manager who sees private roadmaps from both Intel and AMD and he is pretty clear what he thinks about where they stand. It is pretty fascinating that analyst community is not picking up on it. But, again, most of the community runs strictly on herd instinct so I guess it is to be expected. Chuck