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

To: Kevin K. Spurway who wrote (32381)	5/3/1998 11:18:00 PM
From: Paul Engel	Respond to of 1572004

Kevin - Re: "Finally, the unsubstantiated rumor you refer to means nothing to me." It means nothing if AMD's customers are dropping AMD? Some investor you are! Re: " AMD will doubtless continue to add notebook OEMs as availability of .25u K6s increases over the next two quarters." Under the assumption that availability increases, MAYBE! Don't forget - AMD's chip offers much less performance than the equivalent Pentium II and the power specs are about the same. However, AMD's K6 requires a higher voltage and does not come in the nifty packages - MMO and cartridges - that notebook customers receive from Intel. That makes them incompatible. These customers require an entire new notebook motherboard design, just for AMD. How many are willing to do this? CyberMAX was willing. They are not willing anymore. Finally, HP has admitted that their corporate customers "prefer Intel". That is a telling statement, especially in light of AMD's poor yields, late delivery and "level 2 technology". That spells trouble for AMD. Paul