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

To: vince doran who wrote (103078)	4/8/2000 9:01:00 PM
From: Joe NYC	Respond to of 1574852

Vince, What if AMD utterly dominates the performance arena thru Q2 & Q3, and that certainty begins to crack? Will the institutions be brave? Just a thought. AMD would need a much faster ramp in production (than what I think is planned) for this to happen. For the time being, Intel will be saved by ability to deliver huge quantities of (less desirable) parts. But you have an interesting point. Will the institutions continue to hold Intel hoping that sometimes in the future Intel will come back with a competitive part (and not screw up again), or will they re-allocate some of the investment dollars to AMD? Joe