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

To: Elmer who wrote (35071)	7/24/1998 11:06:00 PM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1584790

Re: "the market for Alien Blaster (tm EPhud '98) software is too limited" You ought to start taking it more seriously. Take 3Dfx for example. It has a market cap of 220 million (about 1/10th of AMD). That market cap is pretty much ENTIRELY based on "mutant blasting." Gateway has recently committed to including 3Dfx's mutant blaster chips in many of its computers. 3Dfx is only one player in this very large market. Face it, AMD is hurting Intel more than Intel is hurting AMD. The $1.8 billion tha disappeared from Intel's balance sheet last quarter almost is equivalent to AMD's entire market cap! The trend will continue as long as AMD continues to offer better products cheaper, and as long as Intel refuses to end the price war and cede market share. Kevin