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

To: tejek who wrote (101370)	3/31/2000 9:02:00 PM
From: 5dave22	Respond to of 1570939

Ted <In the next year, we will know if there is a new order to things and whether the new AMD is here to stay.> Agreed! We certainly don't NEED an order from Dell, but it sure would be nice. I think Mikey had some legitimate concerns initially. I also think they are gone. I also think he's losing some business because of it. Have a GREAT weekend! It's 80 degrees in San Francisco this weekend and I will be spending some of my profits this weekend enjoying the weather! Dave

To: tejek who wrote (101370)	3/31/2000 9:50:00 PM
From: crazyoldman	Respond to of 1570939

Hello tejek, Re: In the next year, we will know if there is a new order to things and whether the new AMD is here to stay. IMHO the new order to things is here to stay. This is not to say that nTeL is dead or that it will remain "second fiddle", nor does it mean that AMD will remain in the lead as I believe it currently is. In the coming years these two companies will push and shove for the lead. I don't think the industry is ready for an nTeL only world anymore than I think it is ready for an AMD only world. A monopoly is bad for all except the monopolist. AMD has shown their ability to match the competition with equal or better products. Much of the credit for those products is due to the cooperation of the industry itself (Jerry's virtual gorilla theory at work?). I don't see an end to this support. From the industry's view point I think it will remain a necessity. Consider the alternative. I don't see nTeL ever knocking AMD out of business. I think they tried a little over a year ago. At that time AMD had K6 production problems and nTeL's launched a massive Celery attack at the low end. That attempt was costly for AMD but it was unsuccessful. With Cyrix gone, I think the industry has become all too aware of the necessity to avoid an *nTeL monopoly. In the coming years, all AMD needs to do is to keep attracting people with imagination, desire and talent, stay out of the way of those people while supplying them with what they need, and market the products these folks come up with. Just MHO. Kindest regards, CrazyMan