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

To: Fred Fahmy who wrote (53271)	3/23/1999 11:01:00 AM
From: d e conway	Read Replies (1) \| Respond to of 1570760

<< [Intel] still has virtually 100% of the CPU profit share/opportunity >> Maybe so, but maybe only for right now. The question remains...when will they begin losing some of that 100%? They obviously cannot continue to lose market share and cut prices left and right without hurting themselves bigtime. You stick your head in the sand if you think Intel is not being adversely affected by this. How about when/if K7 shows up as the best processor around, with the marketplace having been thoroughly prepped by the K6? Then what happens to that profit monopoly? Also...think about this: As market share dwindles and CPUs shrink in size, ever smaller, ever more per die, Intel begins to have an over-capacity problem. Why would they need all those fabs? One thing I know for sure, whether AMD succeeds or ultimately implodes, these events will be studied by MBA students for years to come as a classic storm-the-ramparts marketing clash (bet-the-farm & sacrifice-short-term-profits to wrest a big foothold from a seemingly impregnable all-powerful adversary). Dan