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To: PAL who wrote (72217)	10/15/1998 12:38:00 PM
From: MichaelW	Respond to of 176388

PAL, Intel still has about 86% market share, and that's still expected to be the same going into 1999 - this is from an article in PCWeek. Intel is still a great company, they're about 2 or 3 product cycles ahead of their competition. Those guys sometimes catch up, but most times they're left behind several months later. I've been watching this industry a long time. I guess there's no shortage of negative news. These articles sell papers, I guess. It might have been IBD that said, a few years ago, that the auto parts resale market would grow into something very big, it's in the toilet. MW

To: PAL who wrote (72217)	10/15/1998 1:01:00 PM
From: Mohan Marette	Respond to of 176388

Paul-san: The Nick dude in his IBD conveniently failed to mention how many of them make money cloning Intel.As far as I know Cyrix is losing money for NSM,AMD seldom makes any money and I don't know about the other outfit Rise or whatever. He also forgets to mention who brings the technology to market,the last time I check it wasn't AMD nor was it Cyrix,they are at best scavengers. According to Ashok Kumar of Piper Jaffray AMD's yield at the moment on the new chip (I believe it is K-7) is about 1% and he thinks AMD would most likely miss the delivery schedule-with one per cent yield I can see his point,need I say more.<g>