Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (82208)	12/7/1999 12:56:00 PM
From: Jim McMannis	of 1577193

RE:"Yes the costs are low but so will be the ASPs. I haven't done any detailed analysis but I seriously doubt if AMD would get any less profits by moving all the wafer starts to Athlon family. They clearly couldn't have done this so far because of the infrastructure situation but that seems to be dissipating now. This is the time for AMD to flood the high-end and take away as much market share on the business side as they can while their competitior struggles."... I suppose AMD could give up the low end but what would they do for a notebook chip? Athlon, right now would melt the case. I agree, AMD should flood the high end but that would take Dresden and right now that isn't an option. Fortunately, even if Intel can ramp up the Coppermine, their isn't a practical chipset/RAM platform for it until February...most all Intellabees forget that FACT... All they know is that a lot of Floppermine wafers are heading out the door.... Jim

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