Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Road Walker who wrote (102921)	4/7/2000 2:10:00 PM
From: Joe NYC	of 1575981

John, - AMD is currently selling all major OEM's except Dell, so Dell would be the only major new customer AMD could capture for growth. Selling to business market can be the major growth area. The way AMD should go about it is to somehow induce HP / Compaq / IBM to offer Athlon based "engineering workstation", or something like "graphics workstation", which would basically be a top of the line PC with Athlon / Thunderbird chip. - MP sales will grow a finite number, that we don't know, this year. In order for AMD to sell more processors beyond industry growth, I would guess they have to take share from Intel. Of course that's the goal but there is more: Athlon will move from unporfitable K6 to profitable Spitfire, increase ASPs to $100 or more. - If Intel is either having yield/production problems or is capacity constrained, and that situation ends, what will that do to AMD sales. AMD's opportunity is to take advantage of better bin splits of the existing Athlon line, which will hopefully improve even more with Spitfire / Thunderbird. Joe

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