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

To: Yougang Xiao who wrote (49845)	2/17/1999 1:39:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 1570827

The best friend of AMD, Tony Viola, must be especially interested in the following paragraph: <<Carlos Williams, a computer engineer at the Arizona Public Service's Palo Verde nuclear power plant, said it been upgrading 600 to 700 PCs a year with machines that use AMD's K6, and has had no reliability problems. "On average, we're staying at $500 per upgrade, and at that price, AMD was the choice for us," he said.>>

To: Yougang Xiao who wrote (49845)	2/17/1999 2:44:00 AM
From: greg nus	Respond to of 1570827

YX, Here's the intellaflaw in intel stratgedy. while Intel plans to cut prices in the low end market. They honestly expect to exploit production of chips on the high end to support there loss of revenue on the low end efforts. One they have to make the high end chips, since there Intel lets say that issue is a gimmy. two the high end offerings need to offer something new...upon analysis they appear to be lacking which will make the effort more difficult and more costly marketing expense. given by Intel's already spent efforts at double the last budeget to sell the chips. third and this is the killer. Intel arrogantly expects the Oem's will agree to support this effort by knowingly overpaying for the high end chips. This arrogent thinking is in dirct opposition to the major oem's who view intel dominance as bad rather than good for their business. I think Intel is in for another shock. Times have changed. OEM's have an alternative evendough it may be a weaker one than intel. Two non of the top ten boxmakers have seen there stock double in the last two years. They want this year to be their year not intels.