To: LindyBill who wrote (274 ) 2/21/1999 1:56:00 PM From: Tony Viola Respond to
LindyBill, >>>"on the higher priced PIIs . Also, their gross margins went from an expected 54% last Q to an actual 57%. The same is projected for all of 1999. Intel has tremendous brand loyalty, especially for their higher priced chips. In spite of what you hear about AMD, most people want the best for themselves, or little Johnny or Sally. And, there is a large difference between the two company's chips in both performance and reliability. Intel has met the challenge and thrown it back many times (AMD just backed out of their third analyst-tech conference in the last month, Robertson Stephens, SF, this week). Sounds like Cisco's serious challenges are just beginning. let's see how they throw them back. Hope they do.
