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

To: tejek who wrote (96984)	3/5/2000 10:43:00 PM
From: Bill Jackson	Respond to of 1573092

ted, true the server market is an Intel fief, however desktops outnumber servers ~20:1 and the leverage is small on the corporate ISP. Intel does not make 20 times the price on them, and that premium will erode. In addition by midyear the sledgehammer will start to make inroads, although it will take a while to qualify in many areas. Analysts can be quite reactionary, like the 'never get fired if you buy IBM' mantra of yesteryear. Well, intel inside is quite often 'intel not inside'. I suspect the analysts do not fully appreciate what is happening. Bill