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

To: Greg S. who wrote (49039)2/9/1999 10:33:00 AM
From: Elmer  Read Replies (1) | Respond to of 1571935
 
Re: "Are you saying there's no pressure at the high-end? What about DEC (Compaq) with the 21264 and in the future the 21364, AMD with the K7, and Apple with the G4. "

I meant highend on the desktop. There still isn't but the PIII will address any that does appear once AMD actually ships a desktop product. In the transaction processing market Intel is continuing to expand their market share and will be introducing new Xeon processors shortly.

Re: ". They can still turn the tides again, but they need to get their act together and stop dicking around. And I'm betting they don't."

So does this mean you are shorting Intel?

EP



To: Greg S. who wrote (49039)2/9/1999 1:08:00 PM
From: Tenchusatsu  Respond to of 1571935
 
<Are you saying there's no pressure at the high-end?>

I think Intel is pinning their high-end hopes on Merced and McKinley. I know, it's a little further out than most of us feel comfortable with, but this is the IA-64 future that Intel has planned, first with Merced, then with McKinley, then with Madison and Deerfield.

Tenchusatsu


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