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

To: Michael Ohlendorf who wrote (31424)	4/8/1998 10:52:00 AM
From: DragonBoy	Read Replies (2) \| Respond to of 1573341

<<The coming price war will ultimately be negative for both companies>> You are right. AMD will never make any money unless INTC allows them to. All Intel has to do is to add a little more cache in Celeron and AMD is history. Intel will find the way to match K6 price to fence off AMD, and then make money on the big gun 350 Mhz or above. I see a lot of people have hope for AMD 3D+, they did not realize how many game vendor is willing to use it, so far none. The Box makers love this game though, it will take a while for IBM and CPQ to know Dell secret "Intel inside only". First they thought it's a direct model, look again! maybe it's something more to it. Of course, AMD follower has nothing now to cheer but yield, yield, yield again yield. Don't get me wrong competition is good but paintful for stock holder both AMD and INTC.