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


To: tejek who wrote (93066)2/14/2000 6:25:00 PM
From: Road Walker  Respond to of 1571477
 
Ted,

RE: "Besides its beginning to look like AMD and Intel may be learning to coexist in the marketplace. There may be progress after all."

If you look at the history, and the two cultures, it seems unlikely that these two companies could "coexist". (If I read your meaning of coexist correctly, it is similar to how comanies that don't "fix prices" tend to have virtually the same price on equivalent products, the Airlines are just one example).

However, a slower, less competitive decrease in prices, while manufacturing cost decline, would certainly be a positive thing for investors in both companies. Maybe I'm wrong, maybe with Intel's new focus on other businesses, they are tolerant of competition.

John



To: tejek who wrote (93066)2/14/2000 6:39:00 PM
From: survivin  Read Replies (1) | Respond to of 1571477
 
Co-exist? Forbes doesn't see it that way

Intel's counterattack

"The aggressive increase in the clock speed is a way for Intel to keep ahead of Advanced Micro Devices and they [Intel] have no choice but to keep the pedal to the metal," says Linley Gwennap, principal analyst with The Linley Group, a consultancy that tracks the semiconductor business."

celeron 667 in April? 700 in June? Seems very ambitious.

forbes.com