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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (66905)7/29/1999 7:07:00 PM
From: Tenchusatsu  Read Replies (2) of 1577759
 
I only have one problem with your argument. You're assuming that for the high-end, it's an "either-or" situation for OEM's.

I see it a different way, as in a "supply-demand" situation. If AMD sells one million Athlons in Q4, that doesn't necessarily mean Intel one million in potential Pentium III sales. It just means that supply increases in the high-end market segment. Intel is going to sell those extra Pentium III's one way or another, even if it means dropping the price. To be sure, Intel will not earn as much money as they could have if Athlon never made it to market. But the difference will certainly be much lower than $525 million.

Oh, and one more thing. Intel's lowest price for Celeron is $67. Vendors might resell it at a loss, but unless Intel is giving its customers undisclosed discounts, there's no way on Earth that the average selling price of Celeron is "sub-$70" as you hint.

Tenchusatsu
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