Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (109525)	5/5/2000 10:46:00 PM
From: Joe NYC	Read Replies (2) of 1577191

Kash, Intel decides to sell a MB/CPU for say $80.00 ( timna cost of say $25 plus $20 fro board and misc components). This would still be a pretty good margin of 40-45%. AMD will have to sell Durons for $XXX + MB say for <<$80 to be competitive. Voila.......Houston we have a problem. If $XXX is sub $30 each duron will have some of mine and your dollars attached to it. It is possible, but I don't think it's in Intel's interest to do something like that. Intel has 80%+ of the market, and there is a lot more for Intel to lose than for AMD. AMD is gradually departing the lowest end segment. I don't know how this will play out, but I think Timna is more of a thread to Via if they ever really get into x86 microprocessor market. AMD can just increase the clock speed of Duron to 650 - 800 MHz range, and will be well above Timna in MHz. Once we get to the Mustang core, I think Duron will be in 800 to 1 GHz range, and Athlon > 1 GHz. Joe

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