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

To: Time Traveler who wrote (28342)	2/6/1998 12:33:00 AM
From: Kevin K. Spurway	Read Replies (2) \| Respond to of 1571785

Re: "The window of opportunity is closing fast for K6 and its doomed offspring." The window of opportunity is always open to challengers with better technology. Why do you think Intel is killing x86 and moving ahead to Merced? Too bad IBM was bogged down with PowerPC--it might have come up with this strategy on its own.

To: Time Traveler who wrote (28342)	2/7/1998 4:06:00 AM
From: John Goldthorp	Read Replies (2) \| Respond to of 1571785

The window of opportunity is closing ... but a little more slowly with 40% (by some accounts) share in the sub-$1000 PC market. So AMD should probably stay the course for a while longer. This is not reason enough to buy, only to hold or monitor. CPQ and IBM (among others) want AMD to succeed. The PC manufacturers have been constrained to a single source of supply for too long now. I think their business case for the -$1000 PC may be predicated in large part on this factor. Even Intel may not feel too imperiled by this if it hampers the viability of a (non-Intel) NC. JG