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

To: Paul Engel who wrote (86814)1/13/2000 12:45:00 AM
From: Charles R  Read Replies (1) | Respond to of 1588131
 
<Tom Kurlak neglected this a few years ago - predicting a wild glut of CPUs as AMD and Intel went from 0.35 microns to 0.25 micron processes.>

Historically there are only two to four players in the x86 market at any time and only two have been of significance with respect to volumes. What people don't seem to understand is that that capacity planning is quite stright forward when there are a limited number of players in the field.


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