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Politics : Formerly About Advanced Micro Devices
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To: Gopher Broke who wrote (93093)2/14/2000 8:26:00 PM
From: Tenchusatsu   of 1581921
 
Gopher, <If we can believe the reports that ALL AMDs slow Athlons are really 750s being downbinned then where does that leave Intel if they start a price war, assuming that AMD would counter by pushing up the MHz sweet spot to maintain their ASPs?>

I think if AMD pushed up the MHz curve to maintain their ASPs, while Intel pushed up the supply to meet demand in the mainstream (which might be a notch below AMD's MHz sweet spot), we'd have a nice situation here where both AMD and Intel do very well. AMD will reap the rewards of high ASP, while Intel reaps the rewards of high volumes.

Of course, things change very quickly in the marketplace, so even if the above situation does occur, it will unfortunately be short-lived.

Tenchusatsu
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