Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (68162)	8/9/1999 7:27:00 PM
From: Charles R	Read Replies (2) of 1578930

Jim, <Intel has been able to keep them up but now it will take a bit more of a Houdini act.> AMD longs should not be underestimating Intel in this case. Intel does not need "a Houdini act" to keep the the margin% - all it needs is CuMine. With CuMine, their margin% can actually go up (on CuMine, I would estimate ASPs to drop about 30% and costs to drop by about 50%). Revenues and EPS, however, is a different story. Even if they can make the high estimates for Q4, Q1 or Q2 are likely to be disasters for Intel. Assuming Intel stays no more than one speed grade behind AMD, I personally am expecting the OEM pricing top Intel speed grade to be around $400-$500 region for the near future. If it goes below that, I would consider it a serious red flag for both parties (more for INTC than AMD) Chuck

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