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


To: Gary Ng who wrote (47680)1/28/1999 9:37:00 PM
From: Paul Engel  Respond to of 1571929
 
Gary - Re: "I don't know about Sharpy, my Christmas will come
in 11 months from now."

Every additional day that Sharpy is late is another day that Intel gains in manufacturing the Celeron & Dixon - moving up the learning curve and up the yield curve and DOWN THE COST CURVE.

All this results in a huge flow of revenue and profits into Intel's coffers as they grow in sales and size.

And AMD's challenges increase proportionally - the 800 pound Gorilla that AMD is fighting is constantly putting on weight - and it weighs a lot more than 800 pounds today - even more tomorrow.

Paul