Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Process Boy who wrote (70186)	8/29/1999 4:27:00 PM
From: Ali Chen	Read Replies (3) of 1576255

PB, <I do not see AMD having the resources to adequately maintain a path to 30% x86 profits.> This is a big stretch on your part. No one ever talked about 30% PROFITS, this is your own (paranoidal?) perception I guess. AMD was talking about achieving 30% UNIT share of x86 market, which may be different from the profit share you are so concerned about. If Intel would allow AMD to capture and sustain some share in the low-end market and be a little profitable, both companies may get into sort of socially reasonable equillibrium and Intel could maintain the same image of industry leadership and continue to attract suckers-rally investors. But Intel has decided to eliminate AMD by flooding the market with Celerons. I think it may trigger much bigger social resistance and may force AMD to undertake more aggressive tactics. I believe the K7 is the product that can allow AMD some room for manoeuvring. So, "stay tuned" (as you apparently are).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next