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

To: Paul Engel who wrote (55191)	4/11/1999 11:28:00 PM
From: Gary Ng	Read Replies (2) \| Respond to of 1572512

Paul, Re: n the 386 days, AMD had about 30% market share, their 386-40 was faster than Intel's best (33 MHz). That was history and AMD investors don't care about that. They just pick a snapshot of a time frame which would make the result of AMD result looks great. The latest one, AMD shipped more than 2M CPUs in March which beat any single month figures for the complete K6 history. So again, AMD is gaining market share for this month, not bad. Gary

To: Paul Engel who wrote (55191)	4/11/1999 11:46:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1572512

Paul Re<<In the 386 days, AMD had about 30% market share, their 386-40 was faster than Intel's best (33 MHz).>> That is back in the day that they were a clone maker(am I worng?), I said since that time. Mani

To: Paul Engel who wrote (55191)	4/12/1999 11:44:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572512

RE:"In the 386 days, AMD had about 30% market share, their 386-40 was faster than Intel's best (33 MHz)." Things aren't so simple this time. When AMD had the 386-40 and Intel had the 386-33, Intel had a core in waiting to jump to to regain superiority. The 486. When AMD came out with the K6-233, Intel soon distanced itself with the P-II. This time, when AMD brings the K7, Intel has no new core answer for a year. Don't know why Intel has been caught off guard this time other than they have spent too much time on the Merced or AMD has a better attack plan this time. Jim