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Politics : Formerly About Advanced Micro Devices

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To: Kevin K. Spurway who wrote (91495)2/4/2000 10:28:00 AM
From: Bill Jackson   of 1576298
 
Kevin, I wonder how many people will wait for Intel's product and pay extra for it? In the past they paid more for a faster machine....hand in glove...Intel faster and costs more.
Now they are seeing systems that differ only in the CPU(ignore the mobo difference) with a lower AMD price!! and they are buying them.
When the new steppings arrive and they solve the flip chip problems Intel will be able to supply enough to alleviate the shortage far more easily because their share will be so much lower they will need fewer fabs. 6% share change = 1 fab? more or less, and then there is the smaller die size?
Well this year is the time for AMD to gain share with flawless execution and use that $ as a stepping stone to bigger and better things.
One thing is sure AMD needs to get flip chip tech on line ASAP as that $30 saving will loom large in 2001.
Bill
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