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

To: Tenchusatsu who wrote (55011)	4/9/1999 6:59:00 PM
From: Gopher Broke	Respond to of 1583410

I don't think you read my last point. AMD cannot win unless they can BEAT Intel in the CPU performance game. The current processor pricing skew proves that Intel will trample any competitor that can only equal them. So both AMD and Intel will do badly unless AMD can actually establish a price premium over Intel (or beat Intel in terms of production costs I guess). Neither sounds particularly likely right now, but it is absolutely AMD's only option to bet the farm on K7. Good luck to them, I say. Either way, I don't see a big upside for Intel now unless they force AMD out of business ASAP. But then they have a hand tied behind their back in that respect...

To: Tenchusatsu who wrote (55011)	4/9/1999 7:08:00 PM
From: Yougang Xiao	Read Replies (2) \| Respond to of 1583410

<<Compaq's warning today is a sure sign that the sub-$1000 PC market that they and AMD helped to create is also the same market that both companies are losing money in.>> Ten, look like you did not have time to read the statement carefully this time. It is the commercial segment that cost CPQ trouble. Last time I checked, Intel's chips are predominantly used in CPQ's commercial PC lines. ''The quarter's shortfall reflects lower than anticipated market demand and increased competitive pricing in the commercial PC sector,'' dailynews.yahoo.com