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To: Rob McCauley who wrote (41640)12/6/1997 1:33:00 PM
From: Lee Penick  Respond to of 186894
 
Rob,

Thanks, I'll try to get that book. Recently read "Intel Inside".
Believe AMD survived before by second sourcing, but not anymore.

I think you have a valid point. But I wonder about the large difference between CPQ that seems to use AMD this way, and DELL that sticks with Intel, as does Gateway. Is it only CPQ and DOJ <g> paying AMD to stay in the game to keep prices low???

Do Dell and Gateway benefit but not pay?

A friend at work just bought a little palm held computer for only $99.
Believe it has a 40mhz processor from some off the wall company. I agree there will be work for other processor companies, but I doubt anyone made much money selling that little thing for $99.

Tell us about the book and how you feel it enters into this situation with AMD and Cyrix.

thanks,

Lee



To: Rob McCauley who wrote (41640)12/6/1997 4:32:00 PM
From: StockMan  Respond to of 186894
 
Rob,
Re -- My theory is that PC manufacturers use AMD as leverage to save millions of dollars by forcing Intel to keep cutting prices.

Actually its also possible that Intel likes to use AMD as leverage, to accelerate the market in a direction which it believes would take longer, without competition.

Stockman