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Politics : Formerly About Advanced Micro Devices

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To: Gopher Broke who wrote (93093)	2/14/2000 7:55:00 PM
From: Process Boy	of 1582286

GB - <I am surprised you say that, given the supply position. I know Intel now have a lot more of the 800 (and presumably 900/1Gig chips) being produced, but there are just too many of those 600/700 MHz "byproducts" being produced as well aren't there? If we can believe the reports that ALL AMDs slow Athlons are really 750s being downbinned then where does that leave Intel if they start a price war, assuming that AMD would counter by pushing up the MHz sweet spot to maintain their ASPs? Intel's "demand constraint" will kick in again don't you think?> Nope. AMD may be incrementally ahead in the MHz war, but not by as much as you think. Regardless, as Charles just posted, AMD isn't even at 20% market share at the moment. To believe Intel would not counter an offensive on 40% is a bit naive, IMHO. PB

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