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

To: Tony Viola who wrote (42935)	12/7/1998 3:39:00 PM
From: Gary Ng	Read Replies (2) \| Respond to of 1572719

Tony, Re: Also, even assuming K7 does leapfrog Intel, do you think they'll stand still? On this thread, I got the impression that Intel has the dumpest management among those CPU makers and the only reason they are still here is luck. So yes, Intel will stand still and get rolled over once K7 is out and in volume. Gary

To: Tony Viola who wrote (42935)	12/7/1998 3:55:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572719

Tony, RE:"It sounds to me like you're building a pretty wild house of cards on your premise "the future of Dell and Gateway depends on how they handle their K7 strategy."" Yes, it's wild but we are projecting the future here and about all we can do is envision various scenarios. RE:"I mean Dell, for example, has higher revenues per quarter than AMD does per year. Also, they are very profitable. I would think that they, as the perennial Intel champion, could bring a lot of pressure to bear in keeping the sweetheart deal going with Intel WRT price and delivery."... --- I've seen large companys become much less large because they locked themselves into one product line while a new one allowed their competitors to take a significant amount of market share. Dell has already benefited indirectly from AMD pricing...but if the product (K7) is seen to be better, pricing won't be enough to maintain market share. ---- RE:" Also, even assuming K7 does leapfrog Intel, do you think they'll stand still?"... Intel isn't standing still now but that doesn't mean they have the time. It's munderstanding that Intel's roadmap to the Merced is based on the basic P6 core...any new core inbetween would take a while. Please correct me if I'm wrong. Jim