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To: Scumbria who wrote (78216)	4/9/1999 12:02:00 PM
From: nihil	Read Replies (1) \| Respond to of 186894

IBM and Compaq will let AMD go out of business Probably a good idea for them. Compaq has really munched in their deals with AMD, and IBM did the best they could to overcharge AMD for foundry services. You would think these guys would understand the advantage of having a stable duopoly or a good sound monopoly setting a level playing field for PC makers. The attempt of CPQ and IBM to destabilize mpu prices has robbed them of most of their PC profits. The only PC firm making real money on PC's is DELL and all of their mpu's are made by Intel. Compaq has cannibalized itself. Dell hasn't.

To: Scumbria who wrote (78216)	4/9/1999 12:49:00 PM
From: Joey Smith	Respond to of 186894

scumbria. re:IBM and Compaq will probably just let them go out of business. K7 is not an interesting product to them. They would much rather let 95% of the profit on each box go to Intel. It's better than throwing money away at a death-bed company with death-bed products, while other OEMs build STRONGER relationships with Intel and build a stronger competitive position vis-a-vis Compaq and IBM. Look at Compaq. Its stock/company performance has been dismal since its partnerships with DEC & AMD. joey