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To: tejek who wrote (95176)	1/6/2000 4:00:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Ted, as usual, you and I are on two totally different wavelengths. <Why is it that AMD mimics Intel's business model?> I already explained it. AMD is trying to succeed with MHz, the same recipe of success that Intel has pioneered over all these years. AMD is trying to enter the server arena, but it was Intel who already demonstrated that x86-based servers can indeed make headway into the markets previously dominated by the RISC guys. AMD is adding manufacturing capacity, but Intel has been doing exactly that for years. In other words, AMD is trying to win a horse race. To be sure, they're doing well so far, since they seem to be executing while Intel seems to be stumbling. But what do think would happen once Intel starts executing again? <Why can't it be the other way around?> It was the other way around, once. AMD succeeded in discovering the sub-$1000 market segment that Intel totally missed until mid-1998. Unfortunately, AMD didn't have the execution nor the manufacturing capacity to exploit success in this segment. Therefore, AMD failed to capitalize on the slow response from Intel. I sure don't see the AMDroids talking about the low-end markets anymore. How quickly they forget. Tenchusatsu EDIT: I thought about what I said, and what you said, and it finally dawned on me what you were trying to say. I think we indeed see things eye-to-eye, but we just have a tough time putting things into unambiguous words. That's enough for now.