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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: J L Segal who wrote (28721)9/25/2001 4:05:21 PM
From: Steve Lee  Respond to of 30051
 
I have long considered AMD's continued existence is purely to stop Intel from getting antitrust trouble. Intel has been going thru a tough time transitioning to new products.

That work is now paying off with the P4 striding ahead in terms of MHz and with the IA64 now in customers' hands.