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

To: Bill Jackson who wrote (36161)	8/17/1998 7:48:00 PM
From: Maverick	Read Replies (1) \| Respond to of 1570679

INTC could have trouble in 1Q99 due to higher demand for less-profitable low-end INTEL was reiterated "outperform" by analyst Michael A. Gumport at Lehman Brothers Inc. Gumport said Intel should benefit during the next four months from increased demand for back-to-school and Christmas, but could have trouble in the first fiscal quarter next year because of higher demand for less-profitable low-end chips and increased competition.

To: Bill Jackson who wrote (36161)	8/17/1998 9:30:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1570679

Re: "Kripa, When your competitor determines your ASP and can stay profitable a tier or two above you the only way to prosper is for that competitor to make a major error or two. One was the celeron, which sold like ants at a picnic. The advanced celeron will work better but will bring back a socket and AMD can make a socket part, unless Intel tries to sweep some slot 1 patent coverage over it like that split transactional bus. But that yields only a small gain and AMD can decide to use the socket and not use the STB." Wrong Bill. The P6 bus protocol is patented and even if it weren't it would take a major redesign for the K6x to work in an Intel socket. Maybe it would be a good idea for Intel to license the P6 bus to AMD, it would set them back a year. EP