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

To: Charles R who wrote (94894)	2/24/2000 12:20:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 1570481

Chuckles - Re: "VIA can bundle chipset, CPU with cheap Taiwanese DRAM and sell the whole package for $120 or so. Penetration in the US probably is going to be very small but VIA will probably go aggressively after Emachines business - may have a shot at picking some business until Timna shows up" It took NSm about 2 years - and IDT the same - to blow out of the x86/Intel competition - after suffering deeper and deeper and deeper losses. The 2.2 volt operation - at maybe a real 466 MHz - is a dead give away. VIA CAN'T BE competitive - and they will be selling at a LOSS - which will become a BIGGER loss day by day. And TransMeta/Crusoe also has its eye on the cheapo-Taiwan market - to make things REALLY difficult for VIA. They are causght in a SQUEEZE play. I look forward to their unconditional surrender. Paul