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

To: Maxwell who wrote (34462)	7/14/1998 2:08:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 1574267

Response to what? Validifying that the Celeron was a failure? Or Mendocino is to compete with K6-2? What are your premises? Sorry Maxwell, I saw two fallacies and I tried to shoot them both down at once. Looks like I missed. So let me try that again. Mendocino is a response to K6-2. It is meant to blunt AMD's attempt at promoting the K6-2. How much of a market has Intel losed to AMD? Not much, but the price erosion has been significant. Do you know what the market of Xeon is? The server market comprise of less than 3% of all the computers sold. The PC sold per year is 100Millions. Yes, but the profits on XEON to Intels stagnating bottom line is going to be significant. I'm talking from an investors point of view. By the time the Mendocino is delivered AMD would have shipped over 3M K6-2. These 3M+ users will be asking for 3DNow softwares. Furthermore, at that time graphic card makers such as Nvidia, TDFX, Matrox, S3,etc. will be releasing their 3DNow drivers. These drivers will improve the K6-2 by 10-20%. The DirectX 6.0 improves the K6-2 additionally by 5-10%. K6-2 would still be a better proposition than Mendocino. Even with the Mendocino the CPU is still the bottle neck in 3D geometry transformation. Intel just doesn't have a 3D CPU. You might be right about that. You know infinitely more about this than me. But it will be all for nothing. AMD is in financial trouble. Even the creditors are looking over Jerry's shoulder. Mendocino will be used as a club to keep AMD from competing with the PII. At least that is what I am hoping or as you say (dreaming) <G> Dale

To: Maxwell who wrote (34462)	7/15/1998 3:35:00 PM
From: Time Traveler	Read Replies (1) \| Respond to of 1574267

Maxwell, Once again Intel ignited the high-tech electronics industry with a very impressive CC. The outlook, at least for Intel, is good in the next few quarters. Asian crisis is not as bad as once thought. This makes sense because the Asian problems have roots in overly inflated real estate prices. The question is how long AMD can hang on to Intel's wake. AMD is behaving like a photon trapped in a quantum well. The stock price seems to oscillate between $15 and $20. Above $15, there is not much of a buy-out suiter. Below $20, AMD is reluctant to sell extra shares to generate more capital. I am sorry about you selling Intel this morning. You really know how to ignore the facts and talk yourself into what you always believe in. You need to be more open minded to make any money in this market. Time Traveler