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

To: Paul Engel who wrote (48084)	2/2/1999 9:08:00 AM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1580482

Re: "The reasons for this are, as you noted, AMD's inability to march in a straight line for any extended period of time." Actually, the reason is volatility, which has a lot to do with size. Intel is like an aircraft carrier. It's big and slow but you don't want to get in its way (why I think anyone who shorts Intel is crazy). AMD is like one of those America's Cup sailboats. Speedy, elegant, but sometimes prone to mechanical difficulties. The more forward momentum AMD can build up, the more they will behave like the aircraft carrier. IMHO, they've been building up some pretty good momentum snce the launch of the K6-2. Kevin