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Politics : Formerly About Advanced Micro Devices
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To: Burt Masnick who wrote (63126)6/24/1999 10:52:00 AM
From: kash johal  Read Replies (2) of 1572507
 
Burt,

Re:" IMHO AMD's future as an independent company depends on 4 things:
1) K7 yields on the .25 process
2) K7 yields on the .18 process
3) Boxmaker adoption rate for the K7
4) Intel pricing on the Coppermine and 600 MHz PIII. "

I tend to agree with you except on item 4.

The bigger test will be on PIII 450/500 speed grades.

These will be the meat of the desktop market for Q4.

If Intel slashes these to $100 range then AMD is cooked and gone.

The big question is will they try to do this.

I suspect that Intel will sell every 600Mhz chip they make even at a higher price than AMD K7's at least thru end of the year.

Regards,

Kash
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