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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (46821)	5/16/2001 10:57:22 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 70976

RE: "...gain an enormous competitive advantage..." Since INTC is exceeding AMD in spending on other companies' products, not necessarily internal R &D, the advantage gained is in time. AMD may spend much less on pilot projects and then ramp up with similar if not equivalent capability. Since it is probably irrelevant to most if a new computer comes with a 1.0 GHz Athlon or a 1.7GHz P4, it is questionable how much time is worth in the PC marketplace, today and tomorrow.

To: w0z who wrote (46821)	5/16/2001 12:17:51 PM
From: mitch-c	Respond to of 70976

OT - Intel's choice Intel will outspend AMD, gain an enormous competitive advantage and most likely drive AMD out of business in a few years. Very smart long term strategy IMHO. And, failing to do exactly that a few years back allowed AMD to get its foot in the door in the race to 1GHz, leading to AMD processors' current respectability, performance parity, and home on many boxmakers' production lines (HP, Compaq, etc.). - Mitch