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

To: RDM who wrote (51150)	2/26/1999 8:49:00 PM
From: Bruce A. Thompson	Respond to of 1571936

Interesting News Feb 26, 1999 (7:22 PM ET) - The Motley Fool Evening News Dragged down amid the PC fallout was chip giant Intel (Nasdaq:INTC - news) , which fell $7 13/16 to $119 15/16. Not helping Intel's case was the release of a report by computer sales data compiler PC Data that stated that rival Advanced Micro Devices (NYSE:AMD - news) accounted for 43.9% of all desktop PC processor unit sales last month, topping Intel's 40.3% share. This is the first time that AMD's chips have outsold Intel's desktop PC offerings during any month in this category, which is much more narrowly defined than International Data Corp.'s quarterly microprocessor sales round-ups. In fact, with the rabid popularity of sub-$1,000 PCs, Intel may never regain the top share in the low margin "cheap chip" business, so long as AMD doesn't completely blow apart. According to today's report, sub-$1,000 PCs accounted for 65% of the market in January, up strongly from 51% of the market the month before. --------------------------------------------------------------------------------

To: RDM who wrote (51150)	2/26/1999 9:00:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1571936

Re: "I think your point of view is well stated. However, you have criticized others in the past when they were guessing without any supporting evidence or clearly stating the expression of any opinion. I am not certain that there is any difference in process. However, when a company such a AMD with all their well known faults goes to IBM to sell components they are not just bought by IBM in blind faith. IBM is the one company that possibly can match or beat Intel process excellence and knowledge. IBM will not buy turds, polished or otherwise, from AMD. IBM is using these parts. As far as I concerned in passing the IBM procurement process necessary for IBM to use the parts it is good enough for me." My point of view is not perfect. I could be missing something and your point about IBM is a significant one. They're not stupid. I offer my perspective and encourage others to do the same. If someone can offer a theory whereby 2.4V was considered too high in the past yet is now acceptable (why now?), and there is no affect on reliability, I'd like to hear it. EP