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To: Bill Jackson who wrote (159352)	2/19/2002 11:15:14 PM
From: Paul Engel	Respond to of 186894

Komrade JackSh!t - Re: "Well, dinosaurs eventually die, or shrink" In case you hadn't noticed, MAD IS a shrinking dinosaur.

To: Bill Jackson who wrote (159352)	2/19/2002 11:18:14 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Bill, Re: "AMD has a shot and they are doing OK, not in the size class of Intel" Yes, I'll grant you that. AMD is ok, and probably in a better position now than they ever have been. But they are no more of a competitive threat to Intel than when they launched the K7, and despite having a much inferior performer (the Katmai), Intel still managed to avoid defeat (by later launching the Coppermine). Now, Intel already has a great performer (the Northwood), and AMD has missed their big chance for a coup by slipping Hammer's time to market by almost a year. Now, in 2003, they will have a good product, rather than the great product they needed to get that 30% MSS. wbmw