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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (65549)	7/15/1999 3:36:00 PM
From: Greater Fool	Read Replies (2) of 1573690

>>$30 The world's fastest microprocessor is wonderful, no doubt about it. But in order for AMD to make money selling it, they have to: - execute in process technology, especially in the leap to 0.18, and - get market penetration in all the high dollar segments without tanking ASPs AMD's performance on the first point is sketchy. AMD could succeed, but they have to succeed both in speeds and in yields. I am extremely pessimistic about the second point. AMD is going to have an incredibly tough time convincing corporate customers to adopt Athlon, especially with AMD's weak sales and marketing team. The weapon AMD will fall back on is price, and AMD will price down to the point the fab output is sold out. There's no choice in the matter. On the bright side, I'm pretty sure AMD will do a great deal of damage to Intel on the way out. Intel will have to counter AMD's aggressive pricing in one way or another, creating a huge boom in the supply of cheap and fast microprocessors. For a while at least, consumers will enjoy wonderful PC performance per cost. I for one will hold off until Q100 to buy my Athlon-based PC -- at which point a 750 will be ~$1K including monitor.

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