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

To: Investor A who wrote (28714)	2/23/1998 7:55:00 PM
From: AK2004	Read Replies (1) \| Respond to of 1576865

Fuchi I would agree with you that no other factors considered amd can be driven off if intel is to clone some reasonable chip like M2. I bet this is the main reason why NSM is trying to stay away from from mid to high range cpus but rather concentrate on commodity type low end hoping that intel would just not be interested in low margin products. There are few extra things to consider though: 1)cyrx/nsm would loose incentive in farther development rather quickly 2)OEMs would not like it that much for intel to take over the market completely (not even Dell, the puppet) 2nd is a basic market force and as such it is extremely powerful. In particular larger OEMs like ibm and compaq would lend a hand. After all, I suspect that compaq is not that happy with Dell and Intel as it is. Regards -Albert